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 | $26,527 | $69,515-61.8% | $86,874-69.5% | $85,850-69.1% |
| Participation rate | 98.2% | 66.3%+31.9pp | 71.6%+26.5pp | 69.3%+28.9pp |
| Annual return | 16.55% | 20.12%-3.6pp | 63.52%-47.0pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,455 | $1,880-22.6% | $2,495-41.7% | $2,565-43.3% |
| Participant deferral / active EE | $2,177 | $2,919-25.4% | $3,699-41.2% | $3,952-44.9% |
| Admin fee / account holder | $808 | $5,972-86.5% | $5,828-86.1% | $6,260-87.1% |