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 | $36,689 | $58,828-37.6% | $77,999-53.0% | $62,891-41.7% |
| Participation rate | 84.1% | 71.1%+13.1pp | 75.5%+8.6pp | 69.3%+14.8pp |
| Annual return | 7.11% | 17.16%-10.0pp | 425.96%-418.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,211 | $1,672+32.3% | $2,470-10.5% | $2,281-3.1% |
| Participant deferral / active EE | $1,321 | $2,686-50.8% | $3,497-62.2% | $3,203-58.8% |
| Admin fee / account holder | $1,951 | $4,393-55.6% | $5,480-64.4% | $4,296-54.6% |