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 | $57,656 | $79,944-27.9% | $98,439-41.4% | $75,163-23.3% |
| Participation rate | 81.5% | 70.4%+11.1pp | 75.2%+6.3pp | 67.2%+14.3pp |
| Annual return | 17.44% | 19.75%-2.3pp | 21.16%-3.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,603 | $2,264-29.2% | $3,048-47.4% | $2,670-39.9% |
| Participant deferral / active EE | $4,283 | $3,752+14.2% | $4,738-9.6% | $4,125+3.8% |
| Admin fee / account holder | $1,735 | $6,840-74.6% | $8,948-80.6% | $5,651-69.3% |