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 | $79,848 | $72,177+10.6% | $115,037-30.6% | $59,632+33.9% |
| Participation rate | 98.6% | 72.6%+26.1pp | 81.4%+17.3pp | 68.7%+30.0pp |
| Annual return | 0.60% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $2,680 | $2,841-5.7% | $4,608-41.8% | $2,203+21.7% |
| Participant deferral / active EE | $6,295 | $4,783+31.6% | $6,026+4.5% | $3,192+97.2% |
| Admin fee / account holder | $592 | $4,927-88.0% | $8,175-92.8% | $4,297-86.2% |