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 | $61,671 | $72,277-14.7% | $101,248-39.1% | $79,858-22.8% |
| Participation rate | 89.9% | 68.5%+21.4pp | 75.8%+14.1pp | 69.6%+20.3pp |
| Annual return | 15.26% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,218 | $2,692-17.6% | $3,660-39.4% | $2,471-10.2% |
| Participant deferral / active EE | $4,215 | $3,282+28.4% | $4,370-3.6% | $3,740+12.7% |
| Admin fee / account holder | $14,024 | $4,400+218.7% | $5,945+135.9% | $5,306+164.3% |