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 | $61,039 | $81,208-24.8% | $98,907-38.3% | $79,858-23.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.98% | 60.99%-45.0pp | 196.43%-180.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,752 | $1,960-10.6% | $2,689-34.8% | $2,471-29.1% |
| Participant deferral / active EE | $2,194 | $3,265-32.8% | $4,244-48.3% | $3,740-41.3% |
| Admin fee / account holder | $2,760 | $6,013-54.1% | $6,642-58.4% | $5,306-48.0% |