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 | $44,701 | $54,705-18.3% | $71,209-37.2% | $84,808-47.3% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.8%-1.0pp | 68.3%+4.4pp |
| Annual return | 16.66% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,951 | $2,158-9.6% | $2,721-28.3% | $2,631-25.8% |
| Participant deferral / active EE | $2,247 | $3,030-25.8% | $4,175-46.2% | $4,212-46.6% |
| Admin fee / account holder | $13,240 | $4,863+172.2% | $5,349+147.5% | $7,344+80.3% |