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 | $51,595 | $67,411-23.5% | $91,001-43.3% | $70,131-26.4% |
| Participation rate | 97.8% | 71.4%+26.4pp | 75.6%+22.2pp | 69.5%+28.2pp |
| Annual return | 15.86% | -40.16%+56.0pp | 4.60%+11.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,234 | $1,786+25.1% | $2,456-9.0% | $2,342-4.6% |
| Participant deferral / active EE | $5,394 | $2,823+91.1% | $3,547+52.1% | $3,332+61.9% |
| Admin fee / account holder | $2,278 | $4,236-46.2% | $5,417-58.0% | $4,645-51.0% |