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 | $59,135 | $72,277-18.2% | $101,248-41.6% | $79,858-25.9% |
| Participation rate | 96.7% | 68.5%+28.2pp | 75.8%+20.9pp | 69.6%+27.0pp |
| Annual return | 14.13% | 22.30%-8.2pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,625 | $2,692+71.8% | $3,660+26.4% | $2,471+87.2% |
| Participant deferral / active EE | $1,530 | $3,282-53.4% | $4,370-65.0% | $3,740-59.1% |
| Admin fee / account holder | $3,201 | $4,400-27.3% | $5,945-46.2% | $5,306-39.7% |