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 | $52,040 | $54,705-4.9% | $71,209-26.9% | $84,808-38.6% |
| Participation rate | 89.4% | 64.1%+25.3pp | 73.8%+15.6pp | 68.3%+21.1pp |
| Annual return | 18.83% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,337 | $2,158+8.3% | $2,721-14.1% | $2,631-11.2% |
| Participant deferral / active EE | $3,906 | $3,030+28.9% | $4,175-6.5% | $4,212-7.3% |
| Admin fee / account holder | $4,293 | $4,863-11.7% | $5,349-19.7% | $7,344-41.5% |