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 | $50,113 | $111,535-55.1% | $105,223-52.4% | $137,256-63.5% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 12.19% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $3,277 | $3,939-16.8% | $3,689-11.2% | $4,156-21.2% |
| Participant deferral / active EE | $8,056 | $5,500+46.5% | $5,072+58.8% | $6,407+25.7% |
| Admin fee / account holder | $7,986 | $9,721-17.9% | $8,859-9.9% | $12,270-34.9% |