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 | $50,288 | $114,381-56.0% | $107,525-53.2% | $142,382-64.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 13.85% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,932 | $4,015-51.9% | $3,754-48.5% | $4,299-55.1% |
| Participant deferral / active EE | $4,535 | $5,564-18.5% | $5,116-11.4% | $6,507-30.3% |
| Admin fee / account holder | $17,443 | $9,860+76.9% | $8,919+95.6% | $12,624+38.2% |