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 | $44,950 | $95,266-52.8% | $82,389-45.4% | $142,382-68.4% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.5%+20.9pp | 80.1%+10.4pp |
| Annual return | 13.52% | 25.74%-12.2pp | 28.67%-15.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,058 | $2,991-31.2% | $2,517-18.3% | $4,299-52.1% |
| Participant deferral / active EE | $4,114 | $4,809-14.4% | $4,155-1.0% | $6,507-36.8% |
| Admin fee / account holder | $19,601 | $8,563+128.9% | $7,231+171.1% | $12,624+55.3% |