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 | $60,265 | $87,013-30.7% | $106,213-43.3% | $80,856-25.5% |
| Participation rate | 82.1% | 70.4%+11.7pp | 75.3%+6.9pp | 67.6%+14.5pp |
| Annual return | 10.45% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $671 | $2,395-72.0% | $3,171-78.8% | $2,755-75.6% |
| Participant deferral / active EE | $5,993 | $3,986+50.4% | $5,016+19.5% | $4,296+39.5% |
| Admin fee / account holder | $38,476 | $8,431+356.3% | $11,033+248.7% | $6,918+456.2% |