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 | $50,214 | $57,057-12.0% | $85,009-40.9% | $80,874-37.9% |
| Participation rate | 80.0% | 56.4%+23.6pp | 67.5%+12.5pp | 67.6%+12.4pp |
| Annual return | 42.35% | 21.66%+20.7pp | 66.47%-24.1pp | 35.62%+6.7pp |
| Employer contribution / active EE | $1,644 | $1,799-8.6% | $2,728-39.8% | $2,756-40.3% |
| Participant deferral / active EE | $2,709 | $3,112-13.0% | $4,522-40.1% | $4,297-37.0% |
| Admin fee / account holder | $941 | $4,986-81.1% | $6,153-84.7% | $6,935-86.4% |