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 | $53,825 | $63,114-14.7% | $92,893-42.1% | $65,185-17.4% |
| Participation rate | 73.0% | 68.8%+4.2pp | 76.0%-3.0pp | 70.2%+2.8pp |
| Annual return | 22.94% | 28.75%-5.8pp | 109.41%-86.5pp | 29.38%-6.4pp |
| Employer contribution / active EE | $2,257 | $2,571-12.2% | $3,653-38.2% | $2,177+3.7% |
| Participant deferral / active EE | $4,275 | $3,108+37.5% | $4,236+0.9% | $3,514+21.7% |
| Admin fee / account holder | $3,259 | $624+422.6% | $5,794-43.8% | $847+284.7% |