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 | $28,630 | $65,365-56.2% | $92,893-69.2% | $72,985-60.8% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 20.17% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,678 | $2,594+3.2% | $3,653-26.7% | $2,440+9.8% |
| Participant deferral / active EE | $5,901 | $3,128+88.6% | $4,236+39.3% | $3,607+63.6% |
| Admin fee / account holder | $3,741 | $4,251-12.0% | $5,794-35.4% | $5,124-27.0% |