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 | $38,600 | $77,419-50.1% | $69,455-44.4% | $152,861-74.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.4%+7.6pp |
| Annual return | 24.75% | 39.06%-14.3pp | 28.97%-4.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,440 | $3,315+3.8% | $2,779+23.8% | $4,762-27.8% |
| Participant deferral / active EE | $5,742 | $4,414+30.1% | $3,535+62.4% | $5,850-1.9% |
| Admin fee / account holder | $1,610 | $6,207-74.1% | $3,839-58.1% | $11,596-86.1% |