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 | $56,262 | $65,365-13.9% | $92,893-39.4% | $72,985-22.9% |
| Participation rate | 96.2% | 68.3%+27.8pp | 76.0%+20.1pp | 69.5%+26.7pp |
| Annual return | 22.71% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,878 | $2,594+49.5% | $3,653+6.2% | $2,440+58.9% |
| Participant deferral / active EE | $2,212 | $3,128-29.3% | $4,236-47.8% | $3,607-38.7% |
| Admin fee / account holder | $843 | $4,251-80.2% | $5,794-85.5% | $5,124-83.5% |