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 | $60,984 | $64,839-5.9% | $95,585-36.2% | $84,808-28.1% |
| Participation rate | 89.7% | 63.8%+25.8pp | 72.1%+17.6pp | 68.3%+21.3pp |
| Annual return | 16.89% | -670.96%+687.8pp | 38.56%-21.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,574 | $1,759+46.4% | $2,527+1.9% | $2,631-2.2% |
| Participant deferral / active EE | $4,739 | $2,965+59.8% | $4,023+17.8% | $4,212+12.5% |
| Admin fee / account holder | $3,949 | $5,964-33.8% | $6,127-35.6% | $7,344-46.2% |