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 | $59,885 | $57,354+4.4% | $83,848-28.6% | $64,186-6.7% |
| Participation rate | 92.7% | 68.6%+24.1pp | 76.1%+16.6pp | 69.6%+23.2pp |
| Annual return | 1.51% | 11.38%-9.9pp | 850.88%-849.4pp | 7.63%-6.1pp |
| Employer contribution / active EE | $5,707 | $2,545+124.2% | $3,631+57.2% | $2,381+139.7% |
| Participant deferral / active EE | $7,329 | $2,993+144.9% | $4,082+79.6% | $3,470+111.2% |
| Admin fee / account holder | $831 | $4,046-79.5% | $5,478-84.8% | $4,888-83.0% |