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 | $64,356 | $140,986-54.4% | $198,754-67.6% | $116,875-44.9% |
| Participation rate | 93.1% | 77.3%+15.8pp | 81.4%+11.7pp | 74.5%+18.6pp |
| Annual return | 17.42% | 18.14%-0.7pp | 4947.04%-4929.6pp | 16.29%+1.1pp |
| Employer contribution / active EE | $2,386 | $4,137-42.3% | $4,008-40.5% | $3,288-27.4% |
| Participant deferral / active EE | $5,817 | $3,620+60.7% | $4,138+40.6% | $3,885+49.7% |
| Admin fee / account holder | $12,088 | $11,748+2.9% | $12,0820% | $12,263-1.4% |