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 | $54,830 | $69,977-21.6% | $108,579-49.5% | $62,891-12.8% |
| Participation rate | 95.6% | 72.9%+22.7pp | 79.6%+16.0pp | 69.3%+26.2pp |
| Annual return | 8.18% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,701 | $2,135-20.3% | $3,758-54.7% | $2,281-25.4% |
| Participant deferral / active EE | $3,280 | $3,165+3.6% | $4,311-23.9% | $3,203+2.4% |
| Admin fee / account holder | $1,524 | $5,076-70.0% | $7,645-80.1% | $4,296-64.5% |