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 | $64,195 | $79,944-19.7% | $98,439-34.8% | $75,163-14.6% |
| Participation rate | 90.6% | 70.4%+20.3pp | 75.2%+15.5pp | 67.2%+23.4pp |
| Annual return | 13.25% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,932 | $2,264-14.7% | $3,048-36.6% | $2,670-27.6% |
| Participant deferral / active EE | $6,479 | $3,752+72.7% | $4,738+36.8% | $4,125+57.1% |
| Admin fee / account holder | $15,572 | $6,840+127.7% | $8,948+74.0% | $5,651+175.6% |