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 | $28,577 | $84,233-66.1% | $170,442-83.2% | $70,131-59.3% |
| Participation rate | 84.8% | 70.8%+14.0pp | 83.6%+1.2pp | 69.5%+15.2pp |
| Annual return | 25.59% | 23.06%+2.5pp | 205.93%-180.3pp | 73.14%-47.6pp |
| Employer contribution / active EE | $1,261 | $3,387-62.8% | $5,433-76.8% | $2,342-46.2% |
| Participant deferral / active EE | $2,949 | $3,086-4.4% | $4,939-40.3% | $3,332-11.5% |
| Admin fee / account holder | $1,994 | $5,698-65.0% | $13,880-85.6% | $4,645-57.1% |