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 | $44,987 | $78,672-42.8% | $109,143-58.8% | $85,850-47.6% |
| Participation rate | 81.6% | 68.3%+13.3pp | 75.9%+5.7pp | 69.3%+12.3pp |
| Annual return | 15.35% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,582 | $2,735-42.2% | $3,722-57.5% | $2,565-38.3% |
| Participant deferral / active EE | $2,383 | $3,467-31.3% | $4,653-48.8% | $3,952-39.7% |
| Admin fee / account holder | $2,631 | $5,469-51.9% | $6,752-61.0% | $6,260-58.0% |