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 | $54,865 | $80,968-32.2% | $96,544-43.2% | $75,163-27.0% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 14.53% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,993 | $2,282-12.7% | $2,965-32.8% | $2,670-25.4% |
| Participant deferral / active EE | $7,019 | $3,928+78.7% | $4,851+44.7% | $4,125+70.1% |
| Admin fee / account holder | $13,886 | $6,724+106.5% | $8,252+68.3% | $5,651+145.7% |