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 | $55,021 | $58,208-5.5% | $81,812-32.7% | $80,856-32.0% |
| Participation rate | 87.4% | 63.4%+24.0pp | 72.3%+15.0pp | 67.6%+19.7pp |
| Annual return | 16.05% | 41.66%-25.6pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,612 | $2,340+11.6% | $2,912-10.3% | $2,755-5.2% |
| Participant deferral / active EE | $4,300 | $3,281+31.1% | $4,319-0.4% | $4,296+0.1% |
| Admin fee / account holder | $1,608 | $4,981-67.7% | $7,386-78.2% | $6,918-76.8% |