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 | $36,963 | $54,705-32.4% | $71,209-48.1% | $84,808-56.4% |
| Participation rate | 77.6% | 64.1%+13.5pp | 73.8%+3.8pp | 68.3%+9.2pp |
| Annual return | 24.18% | 35.90%-11.7pp | 282.51%-258.3pp | 40.90%-16.7pp |
| Employer contribution / active EE | $1,912 | $2,158-11.4% | $2,721-29.7% | $2,631-27.3% |
| Participant deferral / active EE | $3,656 | $3,030+20.7% | $4,175-12.4% | $4,212-13.2% |
| Admin fee / account holder | $2,965 | $4,863-39.0% | $5,349-44.6% | $7,344-59.6% |