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 | $28,858 | $46,553-38.0% | $64,056-54.9% | $75,163-61.6% |
| Participation rate | 82.4% | 65.9%+16.4pp | 72.3%+10.1pp | 67.2%+15.2pp |
| Annual return | 19.10% | 26.03%-6.9pp | 33.69%-14.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,691 | $1,974+36.3% | $2,747-2.0% | $2,670+0.8% |
| Participant deferral / active EE | $2,083 | $2,837-26.6% | $3,880-46.3% | $4,125-49.5% |
| Admin fee / account holder | $3,384 | $2,952+14.6% | $3,068+10.3% | $5,651-40.1% |