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 | $70,105 | $91,190-23.1% | $178,490-60.7% | $79,858-12.2% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 10.62% | 24.19%-13.6pp | 151.07%-140.5pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,496 | $3,256-54.1% | $5,011-70.1% | $2,471-39.5% |
| Participant deferral / active EE | $2,215 | $3,236-31.5% | $5,202-57.4% | $3,740-40.8% |
| Admin fee / account holder | $7,852 | $6,751+16.3% | $13,984-43.8% | $5,306+48.0% |