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 | $66,345 | $93,571-29.1% | $135,903-51.2% | $75,163-11.7% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 15.74% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,794 | $3,537-21.0% | $4,856-42.5% | $2,670+4.6% |
| Participant deferral / active EE | $6,536 | $6,404+2.1% | $7,758-15.8% | $4,125+58.4% |
| Admin fee / account holder | $1,075 | $6,975-84.6% | $10,762-90.0% | $5,651-81.0% |