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 | $61,950 | $106,515-41.8% | $96,683-35.9% | $139,434-55.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 16.27% | 38.43%-22.2pp | 35.69%-19.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,787 | $4,103+16.7% | $3,737+28.1% | $4,751+0.8% |
| Participant deferral / active EE | $8,568 | $5,454+57.1% | $4,878+75.6% | $6,710+27.7% |
| Admin fee / account holder | $2,967 | $7,877-62.3% | $6,730-55.9% | $11,403-74.0% |