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 | $24,598 | $54,705-55.0% | $71,209-65.5% | $84,808-71.0% |
| Participation rate | 92.5% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.2pp |
| Annual return | 15.46% | 35.90%-20.4pp | 282.51%-267.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,105 | $2,158-2.4% | $2,721-22.6% | $2,631-20.0% |
| Participant deferral / active EE | $2,421 | $3,030-20.1% | $4,175-42.0% | $4,212-42.5% |
| Admin fee / account holder | $1,774 | $4,863-63.5% | $5,349-66.8% | $7,344-75.8% |