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 | $55,479 | $59,839-7.3% | $81,983-32.3% | $79,858-30.5% |
| Participation rate | 98.8% | 61.6%+37.2pp | 69.2%+29.6pp | 69.6%+29.2pp |
| Annual return | 29.45% | 17.56%+11.9pp | 41.31%-11.9pp | 31.71%-2.3pp |
| Employer contribution / active EE | $6,827 | $1,713+298.5% | $2,498+173.3% | $2,471+176.3% |
| Participant deferral / active EE | $8,790 | $2,695+226.1% | $3,722+136.1% | $3,740+135.0% |
| Admin fee / account holder | $1,140 | $4,287-73.4% | $5,664-79.9% | $5,306-78.5% |