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 | $52,495 | $69,515-24.5% | $86,874-39.6% | $85,850-38.9% |
| Participation rate | 79.2% | 66.3%+12.9pp | 71.6%+7.6pp | 69.3%+9.9pp |
| Annual return | 12.00% | 20.12%-8.1pp | 63.52%-51.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,585 | $1,880-15.7% | $2,495-36.5% | $2,565-38.2% |
| Participant deferral / active EE | $3,567 | $2,919+22.2% | $3,699-3.6% | $3,952-9.7% |
| Admin fee / account holder | $2,851 | $5,972-52.3% | $5,828-51.1% | $6,260-54.5% |