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 | $37,471 | $40,256-6.9% | $57,343-34.7% | $59,632-37.2% |
| Participation rate | 86.2% | 69.2%+17.0pp | 75.1%+11.1pp | 68.7%+17.5pp |
| Annual return | -1.09% | 27.49%-28.6pp | 24.39%-25.5pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,811 | $1,922+46.3% | $2,689+4.6% | $2,203+27.6% |
| Participant deferral / active EE | $3,208 | $2,399+33.7% | $3,162+1.5% | $3,192+0.5% |
| Admin fee / account holder | $2,479 | $2,818-12.0% | $3,356-26.1% | $4,297-42.3% |