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 | $42,816 | $91,190-53.0% | $178,490-76.0% | $79,858-46.4% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 10.54% | 24.19%-13.6pp | 151.07%-140.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,859 | $3,256-42.9% | $5,011-62.9% | $2,471-24.8% |
| Participant deferral / active EE | $3,010 | $3,236-7.0% | $5,202-42.1% | $3,740-19.5% |
| Admin fee / account holder | $4,727 | $6,751-30.0% | $13,984-66.2% | $5,306-10.9% |