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 | $48,597 | $45,035+7.9% | $62,995-22.9% | $70,131-30.7% |
| Participation rate | 94.5% | 69.5%+25.0pp | 74.8%+19.7pp | 69.5%+25.0pp |
| Annual return | 15.11% | 18.76%-3.6pp | 87.57%-72.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,401 | $2,051-31.7% | $2,759-49.2% | $2,342-40.2% |
| Participant deferral / active EE | $2,187 | $2,465-11.3% | $3,329-34.3% | $3,332-34.4% |
| Admin fee / account holder | $1,168 | $2,834-58.8% | $3,600-67.6% | $4,645-74.9% |