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 | $54,303 | $54,229+0.1% | $70,092-22.5% | $68,494-20.7% |
| Participation rate | 88.5% | 64.5%+24.0pp | 70.5%+18.0pp | 67.9%+20.6pp |
| Annual return | 8.77% | -13.87%+22.6pp | 190.73%-182.0pp | -7.84%+16.6pp |
| Employer contribution / active EE | $1,924 | $2,018-4.7% | $2,559-24.8% | $2,596-25.9% |
| Participant deferral / active EE | $3,553 | $2,956+20.2% | $3,849-7.7% | $4,027-11.8% |
| Admin fee / account holder | $28,129 | $4,694+499.2% | $6,267+348.9% | $5,403+420.6% |