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 | $45,194 | $80,968-44.2% | $96,544-53.2% | $75,163-39.9% |
| Participation rate | 98.5% | 71.8%+26.7pp | 76.0%+22.5pp | 67.2%+31.3pp |
| Annual return | 18.02% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,225 | $2,282-46.3% | $2,965-58.7% | $2,670-54.1% |
| Participant deferral / active EE | $2,046 | $3,928-47.9% | $4,851-57.8% | $4,125-50.4% |
| Admin fee / account holder | $1,231 | $6,724-81.7% | $8,252-85.1% | $5,651-78.2% |