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 | $46,997 | $85,202-44.8% | $172,739-72.8% | $72,985-35.6% |
| Participation rate | 72.9% | 70.1%+2.8pp | 82.6%-9.8pp | 69.5%+3.4pp |
| Annual return | 17.13% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,236 | $3,324-32.8% | $5,143-56.5% | $2,440-8.4% |
| Participant deferral / active EE | $3,181 | $3,260-2.4% | $5,198-38.8% | $3,607-11.8% |
| Admin fee / account holder | $8,523 | $5,884+44.9% | $13,954-38.9% | $5,124+66.3% |