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 | $61,024 | $80,968-24.6% | $96,544-36.8% | $75,163-18.8% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 17.54% | 27.06%-9.5pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,025 | $2,282-11.2% | $2,965-31.7% | $2,670-24.1% |
| Participant deferral / active EE | $2,785 | $3,928-29.1% | $4,851-42.6% | $4,125-32.5% |
| Admin fee / account holder | $875 | $6,724-87.0% | $8,252-89.4% | $5,651-84.5% |