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 | $58,401 | $67,411-13.4% | $91,001-35.8% | $70,131-16.7% |
| Participation rate | 98.9% | 71.4%+27.5pp | 75.6%+23.3pp | 69.5%+29.4pp |
| Annual return | 14.66% | -40.16%+54.8pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,666 | $1,786+49.3% | $2,456+8.6% | $2,342+13.8% |
| Participant deferral / active EE | $5,707 | $2,823+102.2% | $3,547+60.9% | $3,332+71.3% |
| Admin fee / account holder | $1,535 | $4,236-63.8% | $5,417-71.7% | $4,645-67.0% |