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 | $59,693 | $78,705-24.2% | $117,854-49.4% | $70,131-14.9% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | 16.51% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,114 | $2,223-4.9% | $3,786-44.2% | $2,342-9.7% |
| Participant deferral / active EE | $3,886 | $3,297+17.9% | $4,482-13.3% | $3,332+16.6% |
| Admin fee / account holder | $950 | $5,065-81.2% | $8,020-88.2% | $4,645-79.5% |