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 | $56,497 | $94,625-40.3% | $116,228-51.4% | $84,808-33.4% |
| Participation rate | 97.5% | 70.4%+27.1pp | 74.6%+22.9pp | 68.3%+29.2pp |
| Annual return | 14.25% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,011 | $2,347-14.3% | $2,994-32.8% | $2,631-23.6% |
| Participant deferral / active EE | $2,852 | $3,972-28.2% | $4,953-42.4% | $4,212-32.3% |
| Admin fee / account holder | $608 | $10,091-94.0% | $11,989-94.9% | $7,344-91.7% |