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 | $40,954 | $53,822-23.9% | $75,696-45.9% | $85,850-52.3% |
| Participation rate | 95.6% | 69.1%+26.5pp | 74.8%+20.7pp | 69.3%+26.2pp |
| Annual return | 16.03% | 24.54%-8.5pp | 104.53%-88.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,820 | $2,017-9.8% | $2,743-33.6% | $2,565-29.0% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,267 | $3,343-62.1% | $3,619-65.0% | $6,260-79.8% |