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 | $46,788 | $59,101-20.8% | $77,163-39.4% | $75,163-37.8% |
| Participation rate | 95.0% | 63.9%+31.1pp | 69.6%+25.4pp | 67.2%+27.8pp |
| Annual return | 15.61% | 26.71%-11.1pp | 37.87%-22.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,368 | $1,995+18.7% | $2,535-6.6% | $2,670-11.3% |
| Participant deferral / active EE | $5,198 | $2,999+73.3% | $3,833+35.6% | $4,125+26.0% |
| Admin fee / account holder | $9,958 | $4,774+108.6% | $5,472+82.0% | $5,651+76.2% |