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 | $51,438 | $49,227+4.5% | $70,449-27.0% | $79,858-35.6% |
| Participation rate | 85.0% | 69.2%+15.8pp | 75.1%+9.9pp | 69.6%+15.4pp |
| Annual return | 12.88% | 30.06%-17.2pp | 109.03%-96.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,910 | $2,099-9.0% | $2,737-30.2% | $2,471-22.7% |
| Participant deferral / active EE | $3,329 | $2,768+20.3% | $3,709-10.2% | $3,740-11.0% |
| Admin fee / account holder | $5,620 | $2,878+95.3% | $3,845+46.2% | $5,306+5.9% |