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 | $55,774 | $56,317-1.0% | $71,209-21.7% | $74,304-24.9% |
| Participation rate | 96.1% | 55.1%+41.0pp | 73.8%+22.4pp | 60.3%+35.8pp |
| Annual return | 15.54% | 42.83%-27.3pp | 282.51%-267.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,088 | $2,160-3.3% | $2,721-23.3% | $2,241-6.8% |
| Participant deferral / active EE | $3,369 | $2,788+20.8% | $4,175-19.3% | $3,767-10.6% |
| Admin fee / account holder | $5,009 | $2,290+118.8% | $5,349-6.4% | $2,969+68.7% |