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 | $57,307 | $58,208-1.5% | $81,812-30.0% | $80,856-29.1% |
| Participation rate | 73.7% | 63.4%+10.3pp | 72.3%+1.3pp | 67.6%+6.0pp |
| Annual return | 16.28% | 41.66%-25.4pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,097 | $2,340-10.4% | $2,912-28.0% | $2,755-23.9% |
| Participant deferral / active EE | $4,348 | $3,281+32.5% | $4,319+0.7% | $4,296+1.2% |
| Admin fee / account holder | $1,553 | $4,981-68.8% | $7,386-79.0% | $6,918-77.5% |