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 | $76,958 | $106,515-27.7% | $96,683-20.4% | $139,434-44.8% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 14.20% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,649 | $4,103-59.8% | $3,737-55.9% | $4,751-65.3% |
| Participant deferral / active EE | $3,122 | $5,454-42.7% | $4,878-36.0% | $6,710-53.5% |
| Admin fee / account holder | $2,121 | $7,877-73.1% | $6,730-68.5% | $11,403-81.4% |