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 | $57,618 | $72,177-20.2% | $115,037-49.9% | $59,632-3.4% |
| Participation rate | 96.0% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.3pp |
| Annual return | 0.68% | 12.02%-11.3pp | 26.14%-25.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,769 | $2,841-2.6% | $4,608-39.9% | $2,203+25.7% |
| Participant deferral / active EE | $3,126 | $4,783-34.6% | $6,026-48.1% | $3,192-2.0% |
| Admin fee / account holder | $2,876 | $4,927-41.6% | $8,175-64.8% | $4,297-33.1% |