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 | $65,050 | $96,484-32.6% | $75,886-14.3% | $152,861-57.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.3%+14.1pp | 82.4%+0.9pp |
| Annual return | 17.95% | 33.98%-16.0pp | 30.76%-12.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,097 | $3,309-36.6% | $2,500-16.1% | $4,762-56.0% |
| Participant deferral / active EE | $5,873 | $4,553+29.0% | $3,603+63.0% | $5,850+0.4% |
| Admin fee / account holder | $2,093 | $8,078-74.1% | $5,418-61.4% | $11,596-81.9% |