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 | $57,466 | $89,355-35.7% | $141,162-59.3% | $72,985-21.3% |
| Participation rate | 89.8% | 75.1%+14.7pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 22.44% | 111.85%-89.4pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,909 | $3,114-6.6% | $4,735-38.6% | $2,440+19.2% |
| Participant deferral / active EE | $7,424 | $5,418+37.0% | $6,709+10.7% | $3,607+105.8% |
| Admin fee / account holder | $5,481 | $5,958-8.0% | $10,261-46.6% | $5,124+7.0% |