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 | $52,820 | $56,277-6.1% | $80,975-34.8% | $62,891-16.0% |
| Participation rate | 91.2% | 69.0%+22.2pp | 75.8%+15.4pp | 69.3%+21.9pp |
| Annual return | 7.92% | 22.12%-14.2pp | 17.10%-9.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,697 | $1,943-12.7% | $3,714-54.3% | $2,281-25.6% |
| Participant deferral / active EE | $4,767 | $4,195+13.6% | $5,696-16.3% | $3,203+48.8% |
| Admin fee / account holder | $23,305 | $3,741+523.0% | $5,516+322.5% | $4,296+442.5% |