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 | $41,330 | $65,041-36.5% | $90,951-54.6% | $79,858-48.2% |
| Participation rate | 70.7% | 61.6%+9.1pp | 69.0%+1.7pp | 69.6%+1.1pp |
| Annual return | 17.59% | 30.45%-12.9pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,227 | $1,247-1.6% | $2,122-42.2% | $2,471-50.4% |
| Participant deferral / active EE | $3,920 | $2,512+56.0% | $3,373+16.2% | $3,740+4.8% |
| Admin fee / account holder | $3,277 | $4,536-27.7% | $5,959-45.0% | $5,306-38.2% |