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 | $56,550 | $102,828-45.0% | $105,387-46.3% | $152,861-63.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 19.83% | 20.85%-1.0pp | 26.82%-7.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,908 | $4,473-57.3% | $4,213-54.7% | $4,762-59.9% |
| Participant deferral / active EE | $3,319 | $5,465-39.3% | $5,502-39.7% | $5,850-43.3% |
| Admin fee / account holder | $1,279 | $8,683-85.3% | $6,559-80.5% | $11,596-89.0% |