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 | $60,768 | $89,753-32.3% | $107,525-43.5% | $84,808-28.3% |
| Participation rate | 90.7% | 68.1%+22.6pp | 75.1%+15.6pp | 68.3%+22.4pp |
| Annual return | 18.74% | 29.48%-10.7pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $3,547 | $3,113+13.9% | $3,754-5.5% | $2,631+34.8% |
| Participant deferral / active EE | $8,015 | $4,056+97.6% | $5,116+56.7% | $4,212+90.3% |
| Admin fee / account holder | $2,993 | $7,222-58.6% | $8,919-66.4% | $7,344-59.2% |