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 | $62,110 | $74,888-17.1% | $71,209-12.8% | $142,382-56.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 18.70% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,945 | $2,854+3.2% | $2,721+8.2% | $4,299-31.5% |
| Participant deferral / active EE | $9,192 | $4,454+106.4% | $4,175+120.2% | $6,507+41.3% |
| Admin fee / account holder | $31,296 | $5,568+462.0% | $5,349+485.1% | $12,624+147.9% |