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 | $41,536 | $94,625-56.1% | $116,228-64.3% | $84,808-51.0% |
| Participation rate | 90.1% | 70.4%+19.7pp | 74.6%+15.6pp | 68.3%+21.8pp |
| Annual return | 17.58% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,956 | $2,347-16.6% | $2,994-34.7% | $2,631-25.7% |
| Participant deferral / active EE | $3,289 | $3,972-17.2% | $4,953-33.6% | $4,212-21.9% |
| Admin fee / account holder | $1,691 | $10,091-83.2% | $11,989-85.9% | $7,344-77.0% |