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 | $79,710 | $109,881-27.5% | $150,045-46.9% | $84,808-6.0% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 16.52% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,541 | $3,561-56.7% | $4,693-67.2% | $2,631-41.4% |
| Participant deferral / active EE | $5,576 | $6,636-16.0% | $7,997-30.3% | $4,212+32.4% |
| Admin fee / account holder | $1,310 | $8,568-84.7% | $13,435-90.2% | $7,344-82.2% |