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 | $56,501 | $109,413-48.4% | $156,263-63.8% | $84,808-33.4% |
| Participation rate | 98.0% | 72.7%+25.3pp | 78.9%+19.1pp | 68.3%+29.7pp |
| Annual return | 15.29% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,760 | $2,907-5.1% | $4,333-36.3% | $2,631+4.9% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13,348 | $9,357+42.7% | $14,255-6.4% | $7,344+81.8% |