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 | $49,590 | $58,208-14.8% | $81,812-39.4% | $80,856-38.7% |
| Participation rate | 96.8% | 63.4%+33.4pp | 72.3%+24.4pp | 67.6%+29.1pp |
| Annual return | 15.10% | 41.66%-26.6pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,006 | $2,340-14.3% | $2,912-31.1% | $2,755-27.2% |
| Participant deferral / active EE | $4,445 | $3,281+35.5% | $4,319+2.9% | $4,296+3.5% |
| Admin fee / account holder | $2,204 | $4,981-55.8% | $7,386-70.2% | $6,918-68.1% |