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 | $45,759 | $94,625-51.6% | $116,228-60.6% | $84,808-46.0% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.6%+12.9pp | 68.3%+19.2pp |
| Annual return | 15.69% | 20.40%-4.7pp | 90.06%-74.4pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,448 | $2,347-38.3% | $2,994-51.7% | $2,631-45.0% |
| Participant deferral / active EE | $3,395 | $3,972-14.5% | $4,953-31.4% | $4,212-19.4% |
| Admin fee / account holder | $12,895 | $10,091+27.8% | $11,989+7.6% | $7,344+75.6% |