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 | $72,650 | $80,968-10.3% | $96,544-24.7% | $75,163-3.3% |
| Participation rate | 90.7% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.5pp |
| Annual return | 15.50% | 27.06%-11.6pp | 25.84%-10.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,171 | $2,282-4.9% | $2,965-26.8% | $2,670-18.7% |
| Participant deferral / active EE | $6,263 | $3,928+59.4% | $4,851+29.1% | $4,125+51.8% |
| Admin fee / account holder | $14,659 | $6,724+118.0% | $8,252+77.6% | $5,651+159.4% |