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 | $54,728 | $65,365-16.3% | $92,893-41.1% | $72,985-25.0% |
| Participation rate | 96.6% | 68.3%+28.3pp | 76.0%+20.6pp | 69.5%+27.1pp |
| Annual return | 21.27% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,986 | $2,594-23.4% | $3,653-45.6% | $2,440-18.6% |
| Participant deferral / active EE | $3,209 | $3,128+2.6% | $4,236-24.3% | $3,607-11.0% |
| Admin fee / account holder | $10,969 | $4,251+158.0% | $5,794+89.3% | $5,124+114.1% |