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 | $56,614 | $58,208-2.7% | $81,812-30.8% | $80,856-30.0% |
| Participation rate | 81.5% | 63.4%+18.1pp | 72.3%+9.1pp | 67.6%+13.8pp |
| Annual return | 14.76% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,877 | $2,340-19.8% | $2,912-35.6% | $2,755-31.9% |
| Participant deferral / active EE | $3,773 | $3,281+15.0% | $4,319-12.6% | $4,296-12.2% |
| Admin fee / account holder | $9,538 | $4,981+91.5% | $7,386+29.1% | $6,918+37.9% |