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 | $71,934 | $89,753-19.9% | $107,525-33.1% | $84,808-15.2% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 14.24% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,490 | $3,113-20.0% | $3,754-33.7% | $2,631-5.4% |
| Participant deferral / active EE | $4,207 | $4,056+3.7% | $5,116-17.8% | $4,212-0.1% |
| Admin fee / account holder | $11,499 | $7,222+59.2% | $8,919+28.9% | $7,344+56.6% |