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 | $52,007 | $48,230+7.8% | $67,502-23.0% | $80,856-35.7% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.6%+26.2pp |
| Annual return | 17.43% | 18.28%-0.9pp | 3512.12%-3494.7pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,592 | $2,020-21.2% | $2,731-41.7% | $2,755-42.2% |
| Participant deferral / active EE | $4,789 | $2,924+63.8% | $4,000+19.7% | $4,296+11.5% |
| Admin fee / account holder | $3,577 | $3,681-2.8% | $3,998-10.5% | $6,918-48.3% |