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 | $44,633 | $49,227-9.3% | $70,449-36.6% | $79,858-44.1% |
| Participation rate | 94.5% | 69.2%+25.4pp | 75.1%+19.5pp | 69.6%+24.9pp |
| Annual return | 9.96% | 30.06%-20.1pp | 109.03%-99.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,755 | $2,099+31.3% | $2,737+0.7% | $2,471+11.5% |
| Participant deferral / active EE | $2,515 | $2,768-9.1% | $3,709-32.2% | $3,740-32.7% |
| Admin fee / account holder | $515 | $2,878-82.1% | $3,845-86.6% | $5,306-90.3% |