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 | $63,613 | $72,492-12.2% | $87,100-27.0% | $72,985-12.8% |
| Participation rate | 88.2% | 72.8%+15.4pp | 76.9%+11.4pp | 69.5%+18.7pp |
| Annual return | 21.51% | 24.46%-2.9pp | 28.19%-6.7pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,442 | $1,894+28.9% | $2,521-3.2% | $2,440+0.1% |
| Participant deferral / active EE | $6,835 | $3,270+109.0% | $4,049+68.8% | $3,607+89.5% |
| Admin fee / account holder | $397 | $5,055-92.1% | $7,497-94.7% | $5,124-92.3% |