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 | $53,982 | $52,836+2.2% | $105,738-48.9% | $64,186-15.9% |
| Participation rate | 97.1% | 66.5%+30.6pp | 76.3%+20.8pp | 69.6%+27.6pp |
| Annual return | 6.80% | 14.30%-7.5pp | 6.27%+0.5pp | 7.63%-0.8pp |
| Employer contribution / active EE | $2,951 | $1,827+61.5% | $3,268-9.7% | $2,381+23.9% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,910 | $3,959-1.2% | $6,913-43.4% | $4,888-20.0% |