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 | $13,442 | $52,279-74.3% | $89,391-85.0% | $79,858-83.2% |
| Participation rate | 96.0% | 57.5%+38.5pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | 18.26% | 22.16%-3.9pp | 245.62%-227.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,752 | $1,572+75.1% | $2,586+6.5% | $2,471+11.4% |
| Participant deferral / active EE | $2,463 | $2,740-10.1% | $3,890-36.7% | $3,740-34.1% |
| Admin fee / account holder | $324 | $3,356-90.3% | $4,881-93.4% | $5,306-93.9% |