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 | $53,524 | $65,365-18.1% | $92,893-42.4% | $72,985-26.7% |
| Participation rate | 79.3% | 68.3%+11.0pp | 76.0%+3.3pp | 69.5%+9.8pp |
| Annual return | 30.09% | 42.10%-12.0pp | 109.41%-79.3pp | 81.00%-50.9pp |
| Employer contribution / active EE | $2,346 | $2,594-9.6% | $3,653-35.8% | $2,440-3.9% |
| Participant deferral / active EE | $4,873 | $3,128+55.8% | $4,236+15.0% | $3,607+35.1% |
| Admin fee / account holder | $1,908 | $4,251-55.1% | $5,794-67.1% | $5,124-62.8% |