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 | $55,900 | $72,277-22.7% | $101,248-44.8% | $79,858-30.0% |
| Participation rate | 82.5% | 68.5%+14.0pp | 75.8%+6.6pp | 69.6%+12.8pp |
| Annual return | 14.44% | 22.30%-7.9pp | 46.47%-32.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,802 | $2,692-33.1% | $3,660-50.8% | $2,471-27.1% |
| Participant deferral / active EE | $2,501 | $3,282-23.8% | $4,370-42.8% | $3,740-33.1% |
| Admin fee / account holder | $906 | $4,400-79.4% | $5,945-84.8% | $5,306-82.9% |