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 | $71,128 | $92,222-22.9% | $76,768-7.3% | $135,375-47.5% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | 12.22% | 5.46%+6.8pp | 2.43%+9.8pp | 519.73%-507.5pp |
| Employer contribution / active EE | $1,498 | $3,216-53.4% | $2,485-39.7% | $4,779-68.6% |
| Participant deferral / active EE | $3,040 | $4,509-32.6% | $3,852-21.1% | $5,609-45.8% |
| Admin fee / account holder | $657 | $10,748-93.9% | $6,675-90.2% | $10,827-93.9% |