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 | $27,260 | $54,705-50.2% | $71,209-61.7% | $84,808-67.9% |
| Participation rate | 92.2% | 64.1%+28.1pp | 73.8%+18.4pp | 68.3%+23.8pp |
| Annual return | 18.52% | 35.90%-17.4pp | 282.51%-264.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,181 | $2,158+1.1% | $2,721-19.8% | $2,631-17.1% |
| Participant deferral / active EE | $4,115 | $3,030+35.8% | $4,175-1.4% | $4,212-2.3% |
| Admin fee / account holder | $3,987 | $4,863-18.0% | $5,349-25.5% | $7,344-45.7% |