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 | $27,319 | $25,014+9.2% | $69,647-60.8% | $80,856-66.2% |
| Participation rate | 97.0% | 64.2%+32.7pp | 66.5%+30.5pp | 67.6%+29.3pp |
| Annual return | 13.44% | 19.07%-5.6pp | 100.48%-87.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,311 | $993+132.7% | $1,712+34.9% | $2,755-16.1% |
| Participant deferral / active EE | $2,347 | $1,839+27.6% | $2,886-18.7% | $4,296-45.4% |
| Admin fee / account holder | $1,841 | $2,488-26.0% | $4,713-60.9% | $6,918-73.4% |