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 | $55,337 | $114,381-51.6% | $107,525-48.5% | $142,382-61.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 17.21% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,608 | $4,015-60.0% | $3,754-57.2% | $4,299-62.6% |
| Participant deferral / active EE | $6,001 | $5,564+7.8% | $5,116+17.3% | $6,507-7.8% |
| Admin fee / account holder | $2,738 | $9,860-72.2% | $8,919-69.3% | $12,624-78.3% |