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 | $47,904 | $42,383+13.0% | $76,523-37.4% | $64,186-25.4% |
| Participation rate | 88.1% | 58.1%+30.0pp | 68.0%+20.1pp | 69.6%+18.5pp |
| Annual return | 13.28% | -16.54%+29.8pp | -0.27%+13.5pp | 7.63%+5.6pp |
| Employer contribution / active EE | $3,764 | $1,563+140.8% | $2,647+42.2% | $2,381+58.1% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,202 | $3,198-31.1% | $4,848-54.6% | $4,888-55.0% |