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 | $44,805 | $78,422-42.9% | $95,952-53.3% | $79,858-43.9% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 16.58% | 19.37%-2.8pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,799 | $1,945-7.5% | $2,541-29.2% | $2,471-27.2% |
| Participant deferral / active EE | $2,776 | $3,440-19.3% | $4,167-33.4% | $3,740-25.8% |
| Admin fee / account holder | $1,009 | $5,622-82.1% | $6,795-85.2% | $5,306-81.0% |