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 | $61,312 | $78,422-21.8% | $95,952-36.1% | $79,858-23.2% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+28.0pp |
| Annual return | 13.03% | 19.37%-6.3pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,354 | $1,945+21.0% | $2,541-7.4% | $2,471-4.7% |
| Participant deferral / active EE | $3,251 | $3,440-5.5% | $4,167-22.0% | $3,740-13.1% |
| Admin fee / account holder | $615 | $5,622-89.1% | $6,795-91.0% | $5,306-88.4% |