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 | $54,556 | $67,411-19.1% | $91,001-40.0% | $70,131-22.2% |
| Participation rate | 98.9% | 71.4%+27.5pp | 75.6%+23.2pp | 69.5%+29.3pp |
| Annual return | 19.89% | -40.16%+60.1pp | 4.60%+15.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,777 | $1,786-0.5% | $2,456-27.6% | $2,342-24.1% |
| Participant deferral / active EE | $4,626 | $2,823+63.9% | $3,547+30.4% | $3,332+38.8% |
| Admin fee / account holder | $353 | $4,236-91.7% | $5,417-93.5% | $4,645-92.4% |