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 | $57,087 | $74,888-23.8% | $71,209-19.8% | $142,382-59.9% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 15.25% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,118 | $2,854+44.3% | $2,721+51.3% | $4,299-4.2% |
| Participant deferral / active EE | $6,596 | $4,454+48.1% | $4,175+58.0% | $6,507+1.4% |
| Admin fee / account holder | $3,469 | $5,568-37.7% | $5,349-35.1% | $12,624-72.5% |