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 | $44,894 | $63,861-29.7% | $104,607-57.1% | $79,858-43.8% |
| Participation rate | 89.2% | 64.9%+24.3pp | 74.1%+15.1pp | 69.6%+19.6pp |
| Annual return | 16.02% | 21.30%-5.3pp | 340.46%-324.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,120 | $1,588+33.5% | $2,681-20.9% | $2,471-14.2% |
| Participant deferral / active EE | $1,973 | $2,693-26.7% | $3,740-47.2% | $3,740-47.2% |
| Admin fee / account holder | $1,930 | $4,185-53.9% | $6,473-70.2% | $5,306-63.6% |