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 | $71,477 | $79,171-9.7% | $102,423-30.2% | $74,495-4.1% |
| Participation rate | 89.9% | 74.8%+15.1pp | 76.5%+13.4pp | 67.2%+22.7pp |
| Annual return | 12.01% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,944 | $2,362+24.6% | $3,023-2.6% | $2,623+12.2% |
| Participant deferral / active EE | $5,486 | $4,415+24.3% | $5,053+8.6% | $4,346+26.2% |
| Admin fee / account holder | $6,820 | $2,001+240.9% | $9,451-27.8% | $1,942+251.3% |