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 | $36,219 | $60,124-39.8% | $90,404-59.9% | $79,858-54.6% |
| Participation rate | 72.1% | 65.0%+7.1pp | 72.7%-0.6pp | 69.6%+2.5pp |
| Annual return | 19.36% | 71.94%-52.6pp | 1293.02%-1273.7pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,166 | $2,068+4.8% | $3,262-33.6% | $2,471-12.3% |
| Participant deferral / active EE | $2,425 | $2,938-17.5% | $3,963-38.8% | $3,740-35.2% |
| Admin fee / account holder | $2,658 | $3,976-33.1% | $5,611-52.6% | $5,306-49.9% |