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 | $65,434 | $111,754-41.4% | $103,333-36.7% | $145,922-55.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 9.26% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,547 | $4,212-63.3% | $3,868-60.0% | $4,660-66.8% |
| Participant deferral / active EE | $1,997 | $5,619-64.5% | $5,057-60.5% | $6,688-70.1% |
| Admin fee / account holder | $3,806 | $9,750-61.0% | $8,355-54.4% | $13,397-71.6% |