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 | $54,586 | $63,346-13.8% | $92,233-40.8% | $70,131-22.2% |
| Participation rate | 84.7% | 68.7%+16.0pp | 76.5%+8.2pp | 69.5%+15.2pp |
| Annual return | 17.22% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,219 | $2,471-50.7% | $3,679-66.9% | $2,342-48.0% |
| Participant deferral / active EE | $2,933 | $2,854+2.8% | $3,897-24.7% | $3,332-12.0% |
| Admin fee / account holder | $2,145 | $3,840-44.1% | $5,194-58.7% | $4,645-53.8% |