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 | $42,289 | $43,075-1.8% | $74,583-43.3% | $62,891-32.8% |
| Participation rate | 91.1% | 58.1%+33.1pp | 68.1%+23.0pp | 69.3%+21.8pp |
| Annual return | 6.64% | 17.50%-10.9pp | 20.47%-13.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,370 | $1,498+58.3% | $2,525-6.1% | $2,281+3.9% |
| Participant deferral / active EE | $1,389 | $2,389-41.9% | $3,458-59.8% | $3,203-56.6% |
| Admin fee / account holder | $1,535 | $2,840-46.0% | $4,138-62.9% | $4,296-64.3% |