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 | $53,685 | $49,227+9.1% | $70,449-23.8% | $79,858-32.8% |
| Participation rate | 87.0% | 69.2%+17.8pp | 75.1%+11.9pp | 69.6%+17.3pp |
| Annual return | 13.99% | 30.06%-16.1pp | 109.03%-95.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,359 | $2,768+93.6% | $3,709+44.5% | $3,740+43.3% |
| Admin fee / account holder | $2,728 | $2,878-5.2% | $3,845-29.0% | $5,306-48.6% |