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 | $46,785 | $70,428-33.6% | $96,562-51.5% | $85,850-45.5% |
| Participation rate | 70.0% | 61.8%+8.2pp | 69.8%+0.2pp | 69.3%+0.7pp |
| Annual return | 18.38% | 18.59%-0.2pp | 37.78%-19.4pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,353 | $1,413-4.3% | $2,356-42.6% | $2,565-47.3% |
| Participant deferral / active EE | $2,716 | $2,894-6.2% | $3,849-29.4% | $3,952-31.3% |
| Admin fee / account holder | $3,072 | $4,997-38.5% | $6,181-50.3% | $6,260-50.9% |