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 | $47,960 | $109,359-56.1% | $162,163-70.4% | $72,985-34.3% |
| Participation rate | 96.8% | 84.3%+12.6pp | 87.6%+9.3pp | 69.5%+27.3pp |
| Annual return | 22.53% | 25.46%-2.9pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,225 | $3,907-68.7% | $5,614-78.2% | $2,440-49.8% |
| Participant deferral / active EE | $2,995 | $5,481-45.4% | $7,298-59.0% | $3,607-17.0% |
| Admin fee / account holder | $2,220 | $7,972-72.2% | $10,843-79.5% | $5,124-56.7% |