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 | $57,126 | $116,875-51.1% | $151,561-62.3% | $116,875-51.1% |
| Participation rate | 94.4% | 74.5%+19.8pp | 74.2%+20.1pp | 74.5%+19.8pp |
| Annual return | 15.24% | 16.29%-1.1pp | -7.59%+22.8pp | 16.29%-1.1pp |
| Employer contribution / active EE | $2,878 | $3,288-12.5% | $4,436-35.1% | $3,288-12.5% |
| Participant deferral / active EE | $14,307 | $3,885+268.3% | $4,565+213.4% | $3,885+268.3% |
| Admin fee / account holder | $9,313 | $12,263-24.1% | $27,110-65.6% | $12,263-24.1% |