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 | $56,784 | $78,422-27.6% | $95,952-40.8% | $79,858-28.9% |
| Participation rate | 89.3% | 73.5%+15.8pp | 77.1%+12.2pp | 69.6%+19.7pp |
| Annual return | 18.32% | 19.37%-1.0pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,104 | $1,945-43.2% | $2,541-56.6% | $2,471-55.3% |
| Participant deferral / active EE | $3,952 | $3,440+14.9% | $4,167-5.2% | $3,740+5.7% |
| Admin fee / account holder | $517 | $5,622-90.8% | $6,795-92.4% | $5,306-90.3% |