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 | $45,797 | $118,427-61.3% | $66,042-30.7% | $142,382-67.8% |
| Participation rate | 84.2% | 68.1%+16.1pp | 67.5%+16.7pp | 80.1%+4.1pp |
| Annual return | 13.48% | 35.57%-22.1pp | 52.11%-38.6pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,043 | $2,570-20.5% | $1,579+29.3% | $4,299-52.5% |
| Participant deferral / active EE | $3,265 | $4,311-24.3% | $2,835+15.1% | $6,507-49.8% |
| Admin fee / account holder | $8,844 | $9,593-7.8% | $5,747+53.9% | $12,624-29.9% |