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 | $58,805 | $59,101-0.5% | $77,163-23.8% | $75,163-21.8% |
| Participation rate | 83.3% | 63.9%+19.5pp | 69.6%+13.8pp | 67.2%+16.1pp |
| Annual return | 15.39% | 26.71%-11.3pp | 37.87%-22.5pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,128 | $1,995+56.8% | $2,535+23.4% | $2,670+17.2% |
| Participant deferral / active EE | $3,474 | $2,999+15.8% | $3,833-9.4% | $4,125-15.8% |
| Admin fee / account holder | $2,002 | $4,774-58.1% | $5,472-63.4% | $5,651-64.6% |