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 | $54,387 | $95,416-43.0% | $185,823-70.7% | $85,850-36.6% |
| Participation rate | 90.9% | 68.8%+22.1pp | 81.7%+9.2pp | 69.3%+21.6pp |
| Annual return | 16.27% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,598 | $3,314-21.6% | $5,167-49.7% | $2,565+1.3% |
| Participant deferral / active EE | $5,767 | $3,423+68.5% | $5,568+3.6% | $3,952+45.9% |
| Admin fee / account holder | $1,517 | $7,213-79.0% | $16,237-90.7% | $6,260-75.8% |