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 | $20,573 | $52,279-60.6% | $89,391-77.0% | $79,858-74.2% |
| Participation rate | 91.2% | 57.5%+33.6pp | 68.0%+23.2pp | 69.6%+21.5pp |
| Annual return | 23.77% | 22.16%+1.6pp | 245.62%-221.8pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,596 | $1,572+1.5% | $2,586-38.3% | $2,471-35.4% |
| Participant deferral / active EE | $2,127 | $2,740-22.4% | $3,890-45.3% | $3,740-43.1% |
| Admin fee / account holder | $489 | $3,356-85.4% | $4,881-90.0% | $5,306-90.8% |