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 | $54,773 | $65,365-16.2% | $92,893-41.0% | $72,985-25.0% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 19.37% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,093 | $2,594-57.9% | $3,653-70.1% | $2,440-55.2% |
| Participant deferral / active EE | $5,963 | $3,128+90.6% | $4,236+40.8% | $3,607+65.3% |
| Admin fee / account holder | $4,291 | $4,251+0.9% | $5,794-25.9% | $5,124-16.3% |