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 | $57,204 | $58,234-1.8% | $81,783-30.1% | $80,874-29.3% |
| Participation rate | 76.1% | 63.4%+12.6pp | 72.4%+3.7pp | 67.6%+8.4pp |
| Annual return | 17.12% | 41.70%-24.6pp | 775.05%-757.9pp | 35.62%-18.5pp |
| Employer contribution / active EE | $1,967 | $2,341-16.0% | $2,913-32.5% | $2,756-28.6% |
| Participant deferral / active EE | $4,640 | $3,283+41.3% | $4,320+7.4% | $4,297+8.0% |
| Admin fee / account holder | $1,065 | $4,982-78.6% | $7,380-85.6% | $6,935-84.6% |