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 | $22,508 | $91,190-75.3% | $178,490-87.4% | $79,858-71.8% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 15.42% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,491 | $3,256+7.2% | $5,011-30.3% | $2,471+41.3% |
| Participant deferral / active EE | $2,669 | $3,236-17.5% | $5,202-48.7% | $3,740-28.6% |
| Admin fee / account holder | $1,694 | $6,751-74.9% | $13,984-87.9% | $5,306-68.1% |