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 | $72,562 | $101,618-28.6% | $93,063-22.0% | $137,256-47.1% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 12.43% | 223.95%-211.5pp | 34.15%-21.7pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,324 | $2,707-14.1% | $2,476-6.1% | $4,156-44.1% |
| Participant deferral / active EE | $5,159 | $4,279+20.5% | $3,958+30.3% | $6,407-19.5% |
| Admin fee / account holder | $4,697 | $6,198-24.2% | $6,033-22.1% | $12,270-61.7% |