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 | $55,023 | $53,127+3.6% | $86,590-36.5% | $70,131-21.5% |
| Participation rate | 88.5% | 65.3%+23.2pp | 73.5%+14.9pp | 69.5%+18.9pp |
| Annual return | 16.11% | 27.66%-11.6pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,037 | $2,068-1.5% | $2,839-28.3% | $2,342-13.1% |
| Participant deferral / active EE | $2,105 | $2,696-21.9% | $3,609-41.7% | $3,332-36.8% |
| Admin fee / account holder | $1,594 | $3,585-55.5% | $4,906-67.5% | $4,645-65.7% |