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 | $34,673 | $45,152-23.2% | $73,843-53.0% | $59,632-41.9% |
| Participation rate | 82.5% | 64.0%+18.5pp | 73.4%+9.1pp | 68.7%+13.8pp |
| Annual return | 2.06% | 27.40%-25.3pp | 2267.84%-2265.8pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $2,034 | $1,902+7.0% | $2,787-27.0% | $2,203-7.6% |
| Participant deferral / active EE | $4,664 | $2,574+81.2% | $3,583+30.2% | $3,192+46.1% |
| Admin fee / account holder | $2,588 | $3,516-26.4% | $4,880-47.0% | $4,297-39.8% |