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 | $71,599 | $89,753-20.2% | $107,525-33.4% | $84,808-15.6% |
| Participation rate | 81.5% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.2pp |
| Annual return | 16.43% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,239 | $3,113+4.0% | $3,754-13.7% | $2,631+23.1% |
| Participant deferral / active EE | $6,002 | $4,056+48.0% | $5,116+17.3% | $4,212+42.5% |
| Admin fee / account holder | $17,822 | $7,222+146.8% | $8,919+99.8% | $7,344+142.7% |