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 | $43,247 | $59,839-27.7% | $81,983-47.2% | $79,858-45.8% |
| Participation rate | 81.6% | 61.6%+20.0pp | 69.2%+12.3pp | 69.6%+11.9pp |
| Annual return | 18.26% | 17.56%+0.7pp | 41.31%-23.0pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,495 | $1,713-12.7% | $2,498-40.1% | $2,471-39.5% |
| Participant deferral / active EE | $1,856 | $2,695-31.1% | $3,722-50.1% | $3,740-50.4% |
| Admin fee / account holder | $5,545 | $4,287+29.3% | $5,664-2.1% | $5,306+4.5% |