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 | $55,866 | $109,881-49.2% | $150,045-62.8% | $84,808-34.1% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 17.58% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,472 | $3,561-30.6% | $4,693-47.3% | $2,631-6.0% |
| Participant deferral / active EE | $6,734 | $6,636+1.5% | $7,997-15.8% | $4,212+59.9% |
| Admin fee / account holder | $10,924 | $8,568+27.5% | $13,435-18.7% | $7,344+48.8% |