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 | $40,785 | $53,822-24.2% | $75,696-46.1% | $85,850-52.5% |
| Participation rate | 75.0% | 69.1%+5.9pp | 74.8%+0.2pp | 69.3%+5.7pp |
| Annual return | 25.29% | 24.54%+0.8pp | 104.53%-79.2pp | 318.53%-293.2pp |
| Employer contribution / active EE | $2,804 | $2,017+39.0% | $2,743+2.2% | $2,565+9.3% |
| Participant deferral / active EE | $1,722 | $2,895-40.5% | $3,821-54.9% | $3,952-56.4% |
| Admin fee / account holder | $1,125 | $3,343-66.3% | $3,619-68.9% | $6,260-82.0% |