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 | $58,325 | $109,881-46.9% | $150,045-61.1% | $84,808-31.2% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 19.60% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,522 | $3,561-29.2% | $4,693-46.3% | $2,631-4.1% |
| Participant deferral / active EE | $6,066 | $6,636-8.6% | $7,997-24.2% | $4,212+44.0% |
| Admin fee / account holder | $1,248 | $8,568-85.4% | $13,435-90.7% | $7,344-83.0% |