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 | $75,588 | $91,190-17.1% | $178,490-57.7% | $79,858-5.3% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 16.71% | 24.19%-7.5pp | 151.07%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,140 | $3,256-34.3% | $5,011-57.3% | $2,471-13.4% |
| Participant deferral / active EE | $6,524 | $3,236+101.6% | $5,202+25.4% | $3,740+74.4% |
| Admin fee / account holder | $1,013 | $6,751-85.0% | $13,984-92.8% | $5,306-80.9% |