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 | $72,873 | $87,841-17.0% | $133,980-45.6% | $62,891+15.9% |
| Participation rate | 95.5% | 83.4%+12.1pp | 87.1%+8.4pp | 69.3%+26.1pp |
| Annual return | 8.39% | 12.05%-3.7pp | 29.30%-20.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $4,171 | $3,483+19.8% | $5,211-20.0% | $2,281+82.9% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,904 | $5,371+9.9% | $9,324-36.7% | $4,296+37.4% |