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 | $39,683 | $81,460-51.3% | $103,333-61.6% | $80,856-50.9% |
| Participation rate | 79.2% | 66.8%+12.4pp | 74.5%+4.7pp | 67.6%+11.6pp |
| Annual return | 10.91% | 25.55%-14.6pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,295 | $3,105+6.1% | $3,868-14.8% | $2,755+19.6% |
| Participant deferral / active EE | $4,266 | $3,869+10.3% | $5,057-15.7% | $4,296-0.7% |
| Admin fee / account holder | $51,574 | $6,566+685.4% | $8,355+517.3% | $6,918+645.5% |