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 | $52,960 | $40,256+31.6% | $57,343-7.6% | $59,632-11.2% |
| Participation rate | 77.9% | 69.2%+8.7pp | 75.1%+2.8pp | 68.7%+9.3pp |
| Annual return | 0.66% | 27.49%-26.8pp | 24.39%-23.7pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,002 | $1,922-47.9% | $2,689-62.7% | $2,203-54.5% |
| Participant deferral / active EE | $3,781 | $2,399+57.6% | $3,162+19.6% | $3,192+18.5% |
| Admin fee / account holder | $3,728 | $2,818+32.3% | $3,356+11.1% | $4,297-13.3% |