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 | $70,822 | $181,894-61.1% | $156,549-54.8% | $273,961-74.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,415 | $6,248-61.3% | $5,501-56.1% | $4,869-50.4% |
| Participant deferral / active EE | $5,546 | $5,550-0.1% | $4,871+13.8% | $5,287+4.9% |
| Admin fee / account holder | $19,523 | $15,559+25.5% | $13,027+49.9% | $10,132+92.7% |