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 | $39,088 | $78,422-50.2% | $95,952-59.3% | $79,858-51.1% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 22.23% | 19.37%+2.9pp | 91.61%-69.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $2,039 | $1,945+4.8% | $2,541-19.8% | $2,471-17.5% |
| Participant deferral / active EE | $3,020 | $3,440-12.2% | $4,167-27.5% | $3,740-19.3% |
| Admin fee / account holder | $2,672 | $5,622-52.5% | $6,795-60.7% | $5,306-49.6% |