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 | $47,951 | $72,492-33.9% | $87,100-44.9% | $72,985-34.3% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 18.34% | 24.46%-6.1pp | 28.19%-9.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,445 | $1,894-23.7% | $2,521-42.7% | $2,440-40.8% |
| Participant deferral / active EE | $1,904 | $3,270-41.8% | $4,049-53.0% | $3,607-47.2% |
| Admin fee / account holder | $5,364 | $5,055+6.1% | $7,497-28.4% | $5,124+4.7% |