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 | $53,257 | $58,828-9.5% | $77,999-31.7% | $62,891-15.3% |
| Participation rate | 98.3% | 71.1%+27.2pp | 75.5%+22.8pp | 69.3%+29.0pp |
| Annual return | 7.43% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,680 | $1,672+0.5% | $2,470-32.0% | $2,281-26.4% |
| Participant deferral / active EE | $3,118 | $2,686+16.1% | $3,497-10.8% | $3,203-2.7% |
| Admin fee / account holder | $316 | $4,393-92.8% | $5,480-94.2% | $4,296-92.6% |