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 | $61,875 | $78,485-21.2% | $106,213-41.7% | $74,495-16.9% |
| Participation rate | 92.2% | 72.8%+19.4pp | 75.3%+16.9pp | 67.2%+25.0pp |
| Annual return | 13.22% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,657 | $2,523+5.3% | $3,171-16.2% | $2,623+1.3% |
| Participant deferral / active EE | $3,918 | $4,322-9.4% | $5,016-21.9% | $4,346-9.8% |
| Admin fee / account holder | $3,085 | $2,232+38.2% | $11,033-72.0% | $1,942+58.9% |