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 | $55,791 | $95,416-41.5% | $185,823-70.0% | $85,850-35.0% |
| Participation rate | 95.2% | 68.8%+26.5pp | 81.7%+13.5pp | 69.3%+25.9pp |
| Annual return | 14.88% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,666 | $3,314-49.7% | $5,167-67.8% | $2,565-35.1% |
| Participant deferral / active EE | $2,870 | $3,423-16.2% | $5,568-48.5% | $3,952-27.4% |
| Admin fee / account holder | $1,487 | $7,213-79.4% | $16,237-90.8% | $6,260-76.2% |