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 | $55,859 | $69,515-19.6% | $86,874-35.7% | $85,850-34.9% |
| Participation rate | 87.9% | 66.3%+21.6pp | 71.6%+16.2pp | 69.3%+18.6pp |
| Annual return | 17.22% | 20.12%-2.9pp | 63.52%-46.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,308 | $1,880-30.4% | $2,495-47.6% | $2,565-49.0% |
| Participant deferral / active EE | $2,150 | $2,919-26.3% | $3,699-41.9% | $3,952-45.6% |
| Admin fee / account holder | $505 | $5,972-91.5% | $5,828-91.3% | $6,260-91.9% |