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 | $51,497 | $65,365-21.2% | $92,893-44.6% | $72,985-29.4% |
| Participation rate | 80.2% | 68.3%+11.9pp | 76.0%+4.2pp | 69.5%+10.8pp |
| Annual return | 18.42% | 42.10%-23.7pp | 109.41%-91.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,065 | $2,594-58.9% | $3,653-70.8% | $2,440-56.3% |
| Participant deferral / active EE | $2,529 | $3,128-19.2% | $4,236-40.3% | $3,607-29.9% |
| Admin fee / account holder | $3,465 | $4,251-18.5% | $5,794-40.2% | $5,124-32.4% |