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 | $51,461 | $87,013-40.9% | $106,213-51.5% | $80,856-36.4% |
| Participation rate | 80.8% | 70.4%+10.3pp | 75.3%+5.5pp | 67.6%+13.1pp |
| Annual return | 13.37% | 17.05%-3.7pp | 116.14%-102.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,069 | $2,395-13.6% | $3,171-34.8% | $2,755-24.9% |
| Participant deferral / active EE | $6,349 | $3,986+59.3% | $5,016+26.6% | $4,296+47.8% |
| Admin fee / account holder | $626 | $8,431-92.6% | $11,033-94.3% | $6,918-90.9% |