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 | $56,505 | $73,933-23.6% | $96,683-41.6% | $75,163-24.8% |
| Participation rate | 95.6% | 66.4%+29.1pp | 74.3%+21.2pp | 67.2%+28.4pp |
| Annual return | 15.98% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,702 | $2,928-7.7% | $3,737-27.7% | $2,670+1.2% |
| Participant deferral / active EE | $7,752 | $3,659+111.9% | $4,878+58.9% | $4,125+87.9% |
| Admin fee / account holder | $2,334 | $5,216-55.2% | $6,730-65.3% | $5,651-58.7% |