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 | $50,531 | $72,492-30.3% | $87,100-42.0% | $72,985-30.8% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.6pp |
| Annual return | 17.58% | 24.46%-6.9pp | 28.19%-10.6pp | 81.00%-63.4pp |
| Employer contribution / active EE | $3,818 | $1,894+101.6% | $2,521+51.4% | $2,440+56.5% |
| Participant deferral / active EE | $6,832 | $3,270+109.0% | $4,049+68.7% | $3,607+89.4% |
| Admin fee / account holder | $422 | $5,055-91.6% | $7,497-94.4% | $5,124-91.8% |