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 | $51,548 | $57,016-9.6% | $84,966-39.3% | $80,856-36.2% |
| Participation rate | 70.3% | 56.3%+13.9pp | 67.5%+2.8pp | 67.6%+2.6pp |
| Annual return | 12.63% | 21.66%-9.0pp | 66.38%-53.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,967 | $1,798+9.4% | $2,727-27.9% | $2,755-28.6% |
| Participant deferral / active EE | $4,612 | $3,110+48.3% | $4,519+2.1% | $4,296+7.4% |
| Admin fee / account holder | $309 | $4,980-93.8% | $6,149-95.0% | $6,918-95.5% |