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 | $40,157 | $45,035-10.8% | $62,995-36.3% | $70,131-42.7% |
| Participation rate | 97.1% | 69.5%+27.5pp | 74.8%+22.3pp | 69.5%+27.5pp |
| Annual return | 16.14% | 18.76%-2.6pp | 87.57%-71.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,856 | $2,051+39.2% | $2,759+3.5% | $2,342+21.9% |
| Participant deferral / active EE | $1,794 | $2,465-27.2% | $3,329-46.1% | $3,332-46.2% |
| Admin fee / account holder | $6,758 | $2,834+138.4% | $3,600+87.7% | $4,645+45.5% |