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 | $51,792 | $63,861-18.9% | $104,607-50.5% | $79,858-35.1% |
| Participation rate | 71.8% | 64.9%+6.9pp | 74.1%-2.3pp | 69.6%+2.2pp |
| Annual return | 11.34% | 21.30%-10.0pp | 340.46%-329.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,626 | $1,588+2.4% | $2,681-39.3% | $2,471-34.2% |
| Participant deferral / active EE | $2,398 | $2,693-11.0% | $3,740-35.9% | $3,740-35.9% |
| Admin fee / account holder | $26,602 | $4,185+535.7% | $6,473+311.0% | $5,306+401.3% |