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 | $55,697 | $60,349-7.7% | $74,183-24.9% | $62,891-11.4% |
| Participation rate | 88.6% | 72.7%+15.8pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | 7.79% | 21.37%-13.6pp | 17.74%-9.9pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,335 | $1,680-20.6% | $2,370-43.7% | $2,281-41.5% |
| Participant deferral / active EE | $2,785 | $2,856-2.5% | $3,550-21.5% | $3,203-13.0% |
| Admin fee / account holder | $10,172 | $4,261+138.7% | $5,586+82.1% | $4,296+136.8% |