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 | $44,307 | $69,515-36.3% | $86,874-49.0% | $85,850-48.4% |
| Participation rate | 87.5% | 66.3%+21.2pp | 71.6%+15.9pp | 69.3%+18.2pp |
| Annual return | 11.65% | 20.12%-8.5pp | 63.52%-51.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,108 | $1,880+12.1% | $2,495-15.5% | $2,565-17.8% |
| Participant deferral / active EE | $3,406 | $2,919+16.7% | $3,699-7.9% | $3,952-13.8% |
| Admin fee / account holder | $5,642 | $5,972-5.5% | $5,828-3.2% | $6,260-9.9% |