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 | $28,191 | $58,208-51.6% | $81,812-65.5% | $80,856-65.1% |
| Participation rate | 96.9% | 63.4%+33.5pp | 72.3%+24.5pp | 67.6%+29.2pp |
| Annual return | 14.25% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,992 | $2,340-14.9% | $2,912-31.6% | $2,755-27.7% |
| Participant deferral / active EE | $3,952 | $3,281+20.4% | $4,319-8.5% | $4,296-8.0% |
| Admin fee / account holder | $1,630 | $4,981-67.3% | $7,386-77.9% | $6,918-76.4% |