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 | $81,491 | $109,881-25.8% | $150,045-45.7% | $84,808-3.9% |
| Participation rate | 94.6% | 76.1%+18.6pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 15.17% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,078 | $3,561-41.7% | $4,693-55.7% | $2,631-21.0% |
| Participant deferral / active EE | $3,499 | $6,636-47.3% | $7,997-56.2% | $4,212-16.9% |
| Admin fee / account holder | $2,468 | $8,568-71.2% | $13,435-81.6% | $7,344-66.4% |