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 | $54,112 | $57,354-5.7% | $83,848-35.5% | $64,186-15.7% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | 7.91% | 11.38%-3.5pp | 850.88%-843.0pp | 7.63%+0.3pp |
| Employer contribution / active EE | $1,253 | $2,545-50.8% | $3,631-65.5% | $2,381-47.4% |
| Participant deferral / active EE | $2,553 | $2,993-14.7% | $4,082-37.4% | $3,470-26.4% |
| Admin fee / account holder | $11,794 | $4,046+191.5% | $5,478+115.3% | $4,888+141.3% |