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 | $33,566 | $51,175-34.4% | $70,515-52.4% | $75,163-55.3% |
| Participation rate | 95.7% | 60.9%+34.7pp | 68.3%+27.3pp | 67.2%+28.5pp |
| Annual return | 18.15% | 30.02%-11.9pp | 32.77%-14.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,910 | $1,826+4.6% | $2,973-35.7% | $2,670-28.4% |
| Participant deferral / active EE | $5,213 | $2,849+83.0% | $4,567+14.2% | $4,125+26.4% |
| Admin fee / account holder | $2,859 | $4,091-30.1% | $6,412-55.4% | $5,651-49.4% |