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 | $71,289 | $94,031-24.2% | $115,768-38.4% | $82,448-13.5% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.4%+16.5pp | 68.1%+22.8pp |
| Annual return | 15.79% | 20.61%-4.8pp | 100.46%-84.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,273 | $2,323-2.2% | $2,940-22.7% | $2,551-10.9% |
| Participant deferral / active EE | $1,992 | $3,972-49.8% | $4,917-59.5% | $4,139-51.9% |
| Admin fee / account holder | $831 | $10,249-91.9% | $12,439-93.3% | $7,234-88.5% |