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 | $54,136 | $72,177-25.0% | $115,037-52.9% | $59,632-9.2% |
| Participation rate | 89.5% | 72.6%+16.9pp | 81.4%+8.1pp | 68.7%+20.8pp |
| Annual return | 0.87% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $986 | $2,841-65.3% | $4,608-78.6% | $2,203-55.2% |
| Participant deferral / active EE | $6,340 | $4,783+32.6% | $6,026+5.2% | $3,192+98.7% |
| Admin fee / account holder | $3,178 | $4,927-35.5% | $8,175-61.1% | $4,297-26.0% |