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 | $53,371 | $56,054-4.8% | $171,082-68.8% | $62,891-15.1% |
| Participation rate | 98.0% | 62.9%+35.2pp | 76.7%+21.3pp | 69.3%+28.7pp |
| Annual return | 9.14% | 22.52%-13.4pp | 32.56%-23.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,048 | $1,731+18.3% | $4,002-48.8% | $2,281-10.2% |
| Participant deferral / active EE | $2,609 | $3,158-17.4% | $4,797-45.6% | $3,203-18.5% |
| Admin fee / account holder | $7,060 | $3,647+93.6% | $8,520-17.1% | $4,296+64.4% |