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 | $35,043 | $93,346-62.5% | $71,796-51.2% | $273,961-87.2% |
| Participation rate | 85.0% | 76.5%+8.5pp | 69.1%+15.9pp | 83.0%+2.0pp |
| Annual return | 7.54% | 130.39%-122.8pp | 78.04%-70.5pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,823 | $2,733-33.3% | $1,924-5.3% | $4,869-62.6% |
| Participant deferral / active EE | $3,776 | $3,475+8.7% | $2,794+35.1% | $5,287-28.6% |
| Admin fee / account holder | $1,044 | $6,571-84.1% | $4,815-78.3% | $10,132-89.7% |