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 | $29,514 | $99,877-70.4% | $84,966-65.3% | $145,922-79.8% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 13.27% | 83.76%-70.5pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,491 | $3,231-22.9% | $2,727-8.6% | $4,660-46.5% |
| Participant deferral / active EE | $4,432 | $5,291-16.2% | $4,519-1.9% | $6,688-33.7% |
| Admin fee / account holder | $1,049 | $7,248-85.5% | $6,149-82.9% | $13,397-92.2% |