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 | $40,052 | $56,199-28.7% | $67,652-40.8% | $59,632-32.8% |
| Participation rate | 85.0% | 71.5%+13.5pp | 75.7%+9.3pp | 68.7%+16.3pp |
| Annual return | 2.92% | 18505.31%-18502.4pp | 6625.04%-6622.1pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $1,961 | $1,614+21.5% | $2,266-13.4% | $2,203-10.9% |
| Participant deferral / active EE | $3,381 | $2,844+18.9% | $3,560-5.0% | $3,192+5.9% |
| Admin fee / account holder | $2,209 | $3,958-44.2% | $4,821-54.2% | $4,297-48.6% |