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 | $69,613 | $127,065-45.2% | $113,168-38.5% | $142,382-51.1% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 18.55% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,597 | $3,442-53.6% | $2,975-46.3% | $4,299-62.8% |
| Participant deferral / active EE | $6,051 | $5,716+5.8% | $5,107+18.5% | $6,507-7.0% |
| Admin fee / account holder | $3,262 | $15,736-79.3% | $12,068-73.0% | $12,624-74.2% |