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 | $66,123 | $107,452-38.5% | $91,541-27.8% | $142,382-53.6% |
| Participation rate | 92.9% | 75.1%+17.8pp | 69.8%+23.1pp | 80.1%+12.7pp |
| Annual return | 12.18% | 22.06%-9.9pp | 20.50%-8.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,618 | $2,994-46.0% | $2,505-35.4% | $4,299-62.4% |
| Participant deferral / active EE | $3,570 | $4,754-24.9% | $4,008-10.9% | $6,507-45.1% |
| Admin fee / account holder | $5,583 | $8,834-36.8% | $6,956-19.7% | $12,624-55.8% |