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 | $54,973 | $65,041-15.5% | $90,951-39.6% | $79,858-31.2% |
| Participation rate | 86.4% | 61.6%+24.8pp | 69.0%+17.4pp | 69.6%+16.7pp |
| Annual return | 18.62% | 30.45%-11.8pp | 134.60%-116.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,018 | $1,247-18.4% | $2,122-52.0% | $2,471-58.8% |
| Participant deferral / active EE | $4,416 | $2,512+75.8% | $3,373+30.9% | $3,740+18.1% |
| Admin fee / account holder | $551 | $4,536-87.9% | $5,959-90.8% | $5,306-89.6% |