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 | $68,693 | $71,883-4.4% | $86,677-20.7% | $68,494+0.3% |
| Participation rate | 97.1% | 72.2%+24.9pp | 76.6%+20.6pp | 67.9%+29.3pp |
| Annual return | 11.27% | 3.52%+7.7pp | 35.91%-24.6pp | -7.84%+19.1pp |
| Employer contribution / active EE | $5,933 | $2,173+173.0% | $2,836+109.2% | $2,596+128.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,272 | $6,112-62.8% | $7,493-69.7% | $5,403-57.9% |