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 | $28,425 | $45,152-37.0% | $73,843-61.5% | $59,632-52.3% |
| Participation rate | 82.1% | 64.0%+18.1pp | 73.4%+8.7pp | 68.7%+13.5pp |
| Annual return | 2.31% | 27.40%-25.1pp | 2267.84%-2265.5pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $2,298 | $1,902+20.9% | $2,787-17.5% | $2,203+4.3% |
| Participant deferral / active EE | $1,096 | $2,574-57.4% | $3,583-69.4% | $3,192-65.7% |
| Admin fee / account holder | $541 | $3,516-84.6% | $4,880-88.9% | $4,297-87.4% |