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 | $56,969 | $72,177-21.1% | $115,037-50.5% | $59,632-4.5% |
| Participation rate | 96.6% | 72.6%+24.1pp | 81.4%+15.2pp | 68.7%+27.9pp |
| Annual return | -1.37% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,009 | $2,841-64.5% | $4,608-78.1% | $2,203-54.2% |
| Participant deferral / active EE | $9,936 | $4,783+107.7% | $6,026+64.9% | $3,192+211.3% |
| Admin fee / account holder | $2,574 | $4,927-47.8% | $8,175-68.5% | $4,297-40.1% |