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 | $57,911 | $74,888-22.7% | $71,209-18.7% | $142,382-59.3% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 13.39% | 345.14%-331.8pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,327 | $2,854-53.5% | $2,721-51.2% | $4,299-69.1% |
| Participant deferral / active EE | $2,830 | $4,454-36.5% | $4,175-32.2% | $6,507-56.5% |
| Admin fee / account holder | $7,065 | $5,568+26.9% | $5,349+32.1% | $12,624-44.0% |