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 | $63,390 | $63,346+0.1% | $92,233-31.3% | $70,131-9.6% |
| Participation rate | 94.0% | 68.7%+25.3pp | 76.5%+17.5pp | 69.5%+24.5pp |
| Annual return | 15.37% | 530.12%-514.8pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $603 | $2,471-75.6% | $3,679-83.6% | $2,342-74.3% |
| Participant deferral / active EE | $5,349 | $2,854+87.4% | $3,897+37.3% | $3,332+60.6% |
| Admin fee / account holder | $1,455 | $3,840-62.1% | $5,194-72.0% | $4,645-68.7% |