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 | $54,621 | $109,413-50.1% | $156,263-65.0% | $84,808-35.6% |
| Participation rate | 98.4% | 72.7%+25.7pp | 78.9%+19.5pp | 68.3%+30.1pp |
| Annual return | 14.40% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,278 | $2,907-21.6% | $4,333-47.4% | $2,631-13.4% |
| Participant deferral / active EE | $3,029 | $4,590-34.0% | $6,158-50.8% | $4,212-28.1% |
| Admin fee / account holder | $1,775 | $9,357-81.0% | $14,255-87.5% | $7,344-75.8% |