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 | $51,853 | $84,233-38.4% | $170,442-69.6% | $70,131-26.1% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 31.42% | 23.06%+8.4pp | 205.93%-174.5pp | 73.14%-41.7pp |
| Employer contribution / active EE | $2,730 | $3,387-19.4% | $5,433-49.7% | $2,342+16.6% |
| Participant deferral / active EE | $4,513 | $3,086+46.3% | $4,939-8.6% | $3,332+35.5% |
| Admin fee / account holder | $457 | $5,698-92.0% | $13,880-96.7% | $4,645-90.2% |