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 | $63,973 | $84,233-24.1% | $170,442-62.5% | $70,131-8.8% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 16.99% | 23.06%-6.1pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $2,730 | $3,387-19.4% | $5,433-49.8% | $2,342+16.5% |
| Participant deferral / active EE | $6,439 | $3,086+108.7% | $4,939+30.4% | $3,332+93.3% |
| Admin fee / account holder | $3,176 | $5,698-44.3% | $13,880-77.1% | $4,645-31.6% |