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 | $70,244 | $72,277-2.8% | $101,248-30.6% | $79,858-12.0% |
| Participation rate | 83.5% | 68.5%+15.1pp | 75.8%+7.7pp | 69.6%+13.9pp |
| Annual return | 17.34% | 22.30%-5.0pp | 46.47%-29.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,564 | $2,692-41.9% | $3,660-57.3% | $2,471-36.7% |
| Participant deferral / active EE | $4,221 | $3,282+28.6% | $4,370-3.4% | $3,740+12.9% |
| Admin fee / account holder | $1,819 | $4,400-58.7% | $5,945-69.4% | $5,306-65.7% |