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 | $43,793 | $67,606-35.2% | $82,313-46.8% | $70,131-37.6% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.2pp |
| Annual return | 13.42% | 21.57%-8.1pp | 25.88%-12.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,525 | $1,755-13.1% | $2,428-37.2% | $2,342-34.9% |
| Participant deferral / active EE | $3,239 | $2,987+8.4% | $3,706-12.6% | $3,332-2.8% |
| Admin fee / account holder | $21,363 | $4,512+373.5% | $5,608+280.9% | $4,645+359.9% |