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 | $57,331 | $53,127+7.9% | $86,590-33.8% | $70,131-18.3% |
| Participation rate | 95.7% | 65.3%+30.3pp | 73.5%+22.1pp | 69.5%+26.1pp |
| Annual return | 13.55% | 27.66%-14.1pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,914 | $2,068+89.3% | $2,839+37.9% | $2,342+67.1% |
| Participant deferral / active EE | $1,741 | $2,696-35.4% | $3,609-51.8% | $3,332-47.8% |
| Admin fee / account holder | $1,428 | $3,585-60.2% | $4,906-70.9% | $4,645-69.3% |