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 | $52,300 | $67,411-22.4% | $91,001-42.5% | $70,131-25.4% |
| Participation rate | 94.7% | 71.4%+23.4pp | 75.6%+19.1pp | 69.5%+25.2pp |
| Annual return | 16.26% | -40.16%+56.4pp | 4.60%+11.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $4,919 | $1,786+175.4% | $2,456+100.3% | $2,342+110.0% |
| Participant deferral / active EE | $4,068 | $2,823+44.1% | $3,547+14.7% | $3,332+22.1% |
| Admin fee / account holder | $5,114 | $4,236+20.7% | $5,417-5.6% | $4,645+10.1% |