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 | $57,821 | $78,422-26.3% | $95,952-39.7% | $79,858-27.6% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 19.84% | 19.37%+0.5pp | 91.61%-71.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,090 | $1,945+7.4% | $2,541-17.8% | $2,471-15.4% |
| Participant deferral / active EE | $3,383 | $3,440-1.7% | $4,167-18.8% | $3,740-9.5% |
| Admin fee / account holder | $2,206 | $5,622-60.8% | $6,795-67.5% | $5,306-58.4% |