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 | $53,187 | $55,706-4.5% | $75,886-29.9% | $72,985-27.1% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.3%+20.7pp | 69.5%+20.5pp |
| Annual return | 19.49% | 27.59%-8.1pp | 30.76%-11.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,101 | $1,687-34.7% | $2,500-56.0% | $2,440-54.9% |
| Participant deferral / active EE | $5,282 | $2,634+100.5% | $3,603+46.6% | $3,607+46.4% |
| Admin fee / account holder | $930 | $3,978-76.6% | $5,418-82.8% | $5,124-81.8% |