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 | $56,013 | $63,346-11.6% | $92,233-39.3% | $70,131-20.1% |
| Participation rate | 98.1% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.6pp |
| Annual return | 15.80% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,973 | $2,471-20.2% | $3,679-46.4% | $2,342-15.8% |
| Participant deferral / active EE | $4,249 | $2,854+48.9% | $3,897+9.1% | $3,332+27.5% |
| Admin fee / account holder | $3,014 | $3,840-21.5% | $5,194-42.0% | $4,645-35.1% |