See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,996 | $65,041-37.0% | $90,951-54.9% | $79,858-48.7% |
| Participation rate | 94.4% | 61.6%+32.8pp | 69.0%+25.4pp | 69.6%+24.7pp |
| Annual return | 11.73% | 30.45%-18.7pp | 134.60%-122.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,179 | $1,247-5.5% | $2,122-44.4% | $2,471-52.3% |
| Participant deferral / active EE | $2,245 | $2,512-10.6% | $3,373-33.4% | $3,740-40.0% |
| Admin fee / account holder | $2,751 | $4,536-39.4% | $5,959-53.8% | $5,306-48.2% |