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 | $52,994 | $57,016-7.1% | $84,966-37.6% | $80,856-34.5% |
| Participation rate | 90.3% | 56.3%+34.0pp | 67.5%+22.8pp | 67.6%+22.7pp |
| Annual return | 13.38% | 21.66%-8.3pp | 66.38%-53.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,680 | $1,798+49.1% | $2,727-1.7% | $2,755-2.7% |
| Participant deferral / active EE | $5,197 | $3,110+67.1% | $4,519+15.0% | $4,296+21.0% |
| Admin fee / account holder | $1,095 | $4,980-78.0% | $6,149-82.2% | $6,918-84.2% |