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 | $57,586 | $59,839-3.8% | $81,983-29.8% | $79,858-27.9% |
| Participation rate | 96.2% | 61.6%+34.5pp | 69.2%+26.9pp | 69.6%+26.5pp |
| Annual return | 18.57% | 17.56%+1.0pp | 41.31%-22.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $4,167 | $1,713+143.2% | $2,498+66.8% | $2,471+68.6% |
| Participant deferral / active EE | $4,251 | $2,695+57.7% | $3,722+14.2% | $3,740+13.7% |
| Admin fee / account holder | $1,055 | $4,287-75.4% | $5,664-81.4% | $5,306-80.1% |