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 | $58,736 | $78,705-25.4% | $117,854-50.2% | $70,131-16.2% |
| Participation rate | 98.8% | 73.2%+25.6pp | 79.7%+19.1pp | 69.5%+29.3pp |
| Annual return | 18.16% | 23.30%-5.1pp | 335.08%-316.9pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,359 | $2,223+6.1% | $3,786-37.7% | $2,342+0.7% |
| Participant deferral / active EE | $4,519 | $3,297+37.1% | $4,482+0.8% | $3,332+35.6% |
| Admin fee / account holder | $1,934 | $5,065-61.8% | $8,020-75.9% | $4,645-58.4% |