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 | $62,090 | $104,974-40.9% | $95,585-35.0% | $142,382-56.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 14.79% | 210.33%-195.5pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,755 | $2,779-0.9% | $2,527+9.0% | $4,299-35.9% |
| Participant deferral / active EE | $2,659 | $4,352-38.9% | $4,023-33.9% | $6,507-59.1% |
| Admin fee / account holder | $4,048 | $6,386-36.6% | $6,127-33.9% | $12,624-67.9% |