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 | $52,157 | $57,354-9.1% | $83,848-37.8% | $64,186-18.7% |
| Participation rate | 98.2% | 68.6%+29.6pp | 76.1%+22.1pp | 69.6%+28.7pp |
| Annual return | 19.02% | 11.38%+7.6pp | 850.88%-831.9pp | 7.63%+11.4pp |
| Employer contribution / active EE | $2,369 | $2,545-6.9% | $3,631-34.8% | $2,381-0.5% |
| Participant deferral / active EE | $4,180 | $2,993+39.7% | $4,082+2.4% | $3,470+20.5% |
| Admin fee / account holder | $11,479 | $4,046+183.7% | $5,478+109.5% | $4,888+134.8% |