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 | $70,712 | $80,968-12.7% | $96,544-26.8% | $75,163-5.9% |
| Participation rate | 80.6% | 71.8%+8.9pp | 76.0%+4.7pp | 67.2%+13.5pp |
| Annual return | 20.69% | 27.06%-6.4pp | 25.84%-5.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,658 | $2,282-27.3% | $2,965-44.1% | $2,670-37.9% |
| Participant deferral / active EE | $5,560 | $3,928+41.5% | $4,851+14.6% | $4,125+34.8% |
| Admin fee / account holder | $1,321 | $6,724-80.4% | $8,252-84.0% | $5,651-76.6% |