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 | $60,859 | $57,354+6.1% | $83,848-27.4% | $64,186-5.2% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | 5.16% | 11.38%-6.2pp | 850.88%-845.7pp | 7.63%-2.5pp |
| Employer contribution / active EE | $1,849 | $2,545-27.4% | $3,631-49.1% | $2,381-22.3% |
| Participant deferral / active EE | $4,141 | $2,993+38.4% | $4,082+1.5% | $3,470+19.4% |
| Admin fee / account holder | $5,833 | $4,046+44.2% | $5,478+6.5% | $4,888+19.3% |