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 | $46,864 | $73,933-36.6% | $96,683-51.5% | $75,163-37.7% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 16.76% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,597 | $2,928-11.3% | $3,737-30.5% | $2,670-2.7% |
| Participant deferral / active EE | $6,184 | $3,659+69.0% | $4,878+26.8% | $4,125+49.9% |
| Admin fee / account holder | $1,880 | $5,216-64.0% | $6,730-72.1% | $5,651-66.7% |