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 | $36,676 | $54,705-33.0% | $71,209-48.5% | $84,808-56.8% |
| Participation rate | 92.5% | 64.1%+28.4pp | 73.8%+18.7pp | 68.3%+24.2pp |
| Annual return | 15.52% | 35.90%-20.4pp | 282.51%-267.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,647 | $2,158+69.0% | $2,721+34.0% | $2,631+38.6% |
| Participant deferral / active EE | $2,782 | $3,030-8.2% | $4,175-33.4% | $4,212-33.9% |
| Admin fee / account holder | $1,833 | $4,863-62.3% | $5,349-65.7% | $7,344-75.0% |