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 | $25,862 | $72,177-64.2% | $115,037-77.5% | $59,632-56.6% |
| Participation rate | 97.6% | 72.6%+25.1pp | 81.4%+16.3pp | 68.7%+28.9pp |
| Annual return | 3.10% | 12.02%-8.9pp | 26.14%-23.0pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $2,980 | $2,841+4.9% | $4,608-35.3% | $2,203+35.3% |
| Participant deferral / active EE | $5,727 | $4,783+19.7% | $6,026-5.0% | $3,192+79.4% |
| Admin fee / account holder | $845 | $4,927-82.8% | $8,175-89.7% | $4,297-80.3% |