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 | $44,933 | $80,968-44.5% | $96,544-53.5% | $75,163-40.2% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 99.04% | 27.06%+72.0pp | 25.84%+73.2pp | 160.62%-61.6pp |
| Employer contribution / active EE | $2,134 | $2,282-6.5% | $2,965-28.0% | $2,670-20.1% |
| Participant deferral / active EE | $3,249 | $3,928-17.3% | $4,851-33.0% | $4,125-21.2% |
| Admin fee / account holder | $3,728 | $6,724-44.6% | $8,252-54.8% | $5,651-34.0% |