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 | $32,840 | $48,795-32.7% | $65,493-49.9% | $84,808-61.3% |
| Participation rate | 96.0% | 67.0%+29.0pp | 73.1%+22.9pp | 68.3%+27.7pp |
| Annual return | 21.82% | 20.20%+1.6pp | 982.45%-960.6pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,793 | $1,930-7.1% | $2,574-30.4% | $2,631-31.9% |
| Participant deferral / active EE | $2,223 | $2,928-24.1% | $3,961-43.9% | $4,212-47.2% |
| Admin fee / account holder | $3,374 | $3,877-13.0% | $5,028-32.9% | $7,344-54.1% |