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 | $33,070 | $181,894-81.8% | $156,549-78.9% | $273,961-87.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.14% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,990 | $6,248-68.2% | $5,501-63.8% | $4,869-59.1% |
| Participant deferral / active EE | $5,218 | $5,550-6.0% | $4,871+7.1% | $5,287-1.3% |
| Admin fee / account holder | $58,850 | $15,559+278.2% | $13,027+351.7% | $10,132+480.8% |