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 | $61,704 | $74,888-17.6% | $71,209-13.3% | $142,382-56.7% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 18.79% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,906 | $2,854+36.8% | $2,721+43.6% | $4,299-9.1% |
| Participant deferral / active EE | $8,037 | $4,454+80.4% | $4,175+92.5% | $6,507+23.5% |
| Admin fee / account holder | $1,164 | $5,568-79.1% | $5,349-78.2% | $12,624-90.8% |