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 | $58,440 | $78,705-25.7% | $117,854-50.4% | $70,131-16.7% |
| Participation rate | 98.5% | 73.2%+25.3pp | 79.7%+18.8pp | 69.5%+28.9pp |
| Annual return | 14.00% | 23.30%-9.3pp | 335.08%-321.1pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,894 | $2,223-14.8% | $3,786-50.0% | $2,342-19.1% |
| Participant deferral / active EE | $2,159 | $3,297-34.5% | $4,482-51.8% | $3,332-35.2% |
| Admin fee / account holder | $1,590 | $5,065-68.6% | $8,020-80.2% | $4,645-65.8% |