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 | $22,061 | $83,337-73.5% | $67,834-67.5% | $273,961-91.9% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 10.01% | 259.45%-249.4pp | 138.47%-128.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,392 | $3,287-27.2% | $2,403-0.5% | $4,869-50.9% |
| Participant deferral / active EE | $4,588 | $4,088+12.2% | $3,160+45.2% | $5,287-13.2% |
| Admin fee / account holder | $613 | $6,752-90.9% | $4,622-86.7% | $10,132-93.9% |