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 | $54,491 | $58,208-6.4% | $81,812-33.4% | $80,856-32.6% |
| Participation rate | 96.1% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 17.89% | 41.66%-23.8pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,313 | $2,340-1.1% | $2,912-20.6% | $2,755-16.0% |
| Participant deferral / active EE | $3,471 | $3,281+5.8% | $4,319-19.6% | $4,296-19.2% |
| Admin fee / account holder | $1,413 | $4,981-71.6% | $7,386-80.9% | $6,918-79.6% |