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 | $24,355 | $48,795-50.1% | $65,493-62.8% | $84,808-71.3% |
| Participation rate | 72.2% | 67.0%+5.2pp | 73.1%-0.9pp | 68.3%+3.9pp |
| Annual return | 23.40% | 20.20%+3.2pp | 982.45%-959.0pp | 40.90%-17.5pp |
| Employer contribution / active EE | $2,564 | $1,930+32.9% | $2,574-0.4% | $2,631-2.5% |
| Participant deferral / active EE | $4,355 | $2,928+48.7% | $3,961+10.0% | $4,212+3.4% |
| Admin fee / account holder | $1,868 | $3,877-51.8% | $5,028-62.8% | $7,344-74.6% |