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 | $55,547 | $53,127+4.6% | $86,590-35.9% | $70,131-20.8% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.6pp | 69.5%+27.6pp |
| Annual return | 15.92% | 27.66%-11.7pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,358 | $2,068-34.4% | $2,839-52.2% | $2,342-42.0% |
| Participant deferral / active EE | $3,644 | $2,696+35.2% | $3,609+1.0% | $3,332+9.4% |
| Admin fee / account holder | $814 | $3,585-77.3% | $4,906-83.4% | $4,645-82.5% |