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 | $114,381-56.2% | $107,525-53.4% | $142,382-64.8% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 12.19% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,277 | $4,015-18.4% | $3,754-12.7% | $4,299-23.8% |
| Participant deferral / active EE | $8,056 | $5,564+44.8% | $5,116+57.5% | $6,507+23.8% |
| Admin fee / account holder | $7,986 | $9,860-19.0% | $8,919-10.5% | $12,624-36.7% |