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 | $53,921 | $57,354-6.0% | $83,848-35.7% | $64,186-16.0% |
| Participation rate | 82.9% | 68.6%+14.3pp | 76.1%+6.8pp | 69.6%+13.4pp |
| Annual return | 10.62% | 11.38%-0.8pp | 850.88%-840.3pp | 7.63%+3.0pp |
| Employer contribution / active EE | $1,278 | $2,545-49.8% | $3,631-64.8% | $2,381-46.3% |
| Participant deferral / active EE | $3,153 | $2,993+5.3% | $4,082-22.8% | $3,470-9.1% |
| Admin fee / account holder | $5,704 | $4,046+41.0% | $5,478+4.1% | $4,888+16.7% |