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 | $58,961 | $63,346-6.9% | $92,233-36.1% | $70,131-15.9% |
| Participation rate | 97.1% | 68.7%+28.4pp | 76.5%+20.6pp | 69.5%+27.5pp |
| Annual return | 15.05% | 530.12%-515.1pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,126 | $2,471-14.0% | $3,679-42.2% | $2,342-9.2% |
| Participant deferral / active EE | $3,078 | $2,854+7.8% | $3,897-21.0% | $3,332-7.6% |
| Admin fee / account holder | $3,008 | $3,840-21.7% | $5,194-42.1% | $4,645-35.2% |