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 | $33,741 | $74,888-54.9% | $71,209-52.6% | $142,382-76.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 16.14% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,978 | $2,854+4.3% | $2,721+9.5% | $4,299-30.7% |
| Participant deferral / active EE | $3,471 | $4,454-22.1% | $4,175-16.9% | $6,507-46.7% |
| Admin fee / account holder | $1,579 | $5,568-71.6% | $5,349-70.5% | $12,624-87.5% |