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 | $29,291 | $103,376-71.7% | $87,100-66.4% | $152,861-80.8% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.9%+8.1pp | 82.4%+2.6pp |
| Annual return | 23.12% | 28.10%-5.0pp | 28.19%-5.1pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,246 | $3,220-30.3% | $2,521-10.9% | $4,762-52.8% |
| Participant deferral / active EE | $3,685 | $4,778-22.9% | $4,049-9.0% | $5,850-37.0% |
| Admin fee / account holder | $563 | $12,205-95.4% | $7,497-92.5% | $11,596-95.1% |