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 | $86,119 | $53,053+62.3% | $126,539-31.9% | $74,304+15.9% |
| Participation rate | 99.1% | 48.0%+51.0pp | 69.8%+29.2pp | 60.3%+38.7pp |
| Annual return | 14.90% | 29.46%-14.6pp | 425.95%-411.0pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,419 | $1,168+21.6% | $3,674-61.4% | $2,241-36.7% |
| Participant deferral / active EE | $2,512 | $2,303+9.1% | $4,083-38.5% | $3,767-33.3% |
| Admin fee / account holder | $2,558 | $3,698-30.8% | $6,065-57.8% | $2,969-13.8% |