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 | $42,071 | $67,411-37.6% | $91,001-53.8% | $70,131-40.0% |
| Participation rate | 87.9% | 71.4%+16.5pp | 75.6%+12.3pp | 69.5%+18.3pp |
| Annual return | 13.44% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,829 | $1,786+2.4% | $2,456-25.5% | $2,342-21.9% |
| Participant deferral / active EE | $2,990 | $2,823+5.9% | $3,547-15.7% | $3,332-10.2% |
| Admin fee / account holder | $7,045 | $4,236+66.3% | $5,417+30.0% | $4,645+51.6% |