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 | $40,584 | $71,050-42.9% | $93,606-56.6% | $80,856-49.8% |
| Participation rate | 87.9% | 60.4%+27.5pp | 68.7%+19.2pp | 67.6%+20.2pp |
| Annual return | 15.27% | 11.26%+4.0pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,726 | $1,564+74.3% | $2,420+12.7% | $2,755-1.0% |
| Participant deferral / active EE | $2,130 | $4,034-47.2% | $4,411-51.7% | $4,296-50.4% |
| Admin fee / account holder | $7,683 | $6,945+10.6% | $8,285-7.3% | $6,918+11.1% |