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 | $27,569 | $74,888-63.2% | $71,209-61.3% | $142,382-80.6% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 19.16% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,777 | $2,854-37.7% | $2,721-34.7% | $4,299-58.7% |
| Participant deferral / active EE | $4,466 | $4,454+0.3% | $4,175+7.0% | $6,507-31.4% |
| Admin fee / account holder | $3,324 | $5,568-40.3% | $5,349-37.9% | $12,624-73.7% |