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 | $42,503 | $67,411-36.9% | $91,001-53.3% | $70,131-39.4% |
| Participation rate | 85.5% | 71.4%+14.1pp | 75.6%+9.9pp | 69.5%+15.9pp |
| Annual return | 40.04% | -40.16%+80.2pp | 4.60%+35.4pp | 73.14%-33.1pp |
| Employer contribution / active EE | $1,046 | $1,786-41.4% | $2,456-57.4% | $2,342-55.3% |
| Participant deferral / active EE | $1,589 | $2,823-43.7% | $3,547-55.2% | $3,332-52.3% |
| Admin fee / account holder | $9,904 | $4,236+133.8% | $5,417+82.8% | $4,645+113.2% |