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 | $38,108 | $78,672-51.6% | $109,143-65.1% | $85,850-55.6% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 14.92% | 25.09%-10.2pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,743 | $2,735+0.3% | $3,722-26.3% | $2,565+6.9% |
| Participant deferral / active EE | $6,945 | $3,467+100.3% | $4,653+49.3% | $3,952+75.8% |
| Admin fee / account holder | $3,503 | $5,469-35.9% | $6,752-48.1% | $6,260-44.0% |