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 | $66,865 | $80,717-17.2% | $154,803-56.8% | $84,808-21.2% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 18.36% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,624 | $2,761-5.0% | $4,305-39.0% | $2,631-0.2% |
| Participant deferral / active EE | $2,903 | $3,303-12.1% | $5,540-47.6% | $4,212-31.1% |
| Admin fee / account holder | $8,611 | $6,746+27.6% | $14,329-39.9% | $7,344+17.3% |