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 | $24,643 | $52,279-52.9% | $89,391-72.4% | $79,858-69.1% |
| Participation rate | 71.0% | 57.5%+13.4pp | 68.0%+3.0pp | 69.6%+1.3pp |
| Annual return | 23.80% | 22.16%+1.6pp | 245.62%-221.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,492 | $1,572-5.0% | $2,586-42.3% | $2,471-39.6% |
| Participant deferral / active EE | $4,473 | $2,740+63.2% | $3,890+15.0% | $3,740+19.6% |
| Admin fee / account holder | $1,304 | $3,356-61.2% | $4,881-73.3% | $5,306-75.4% |