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 | $54,810 | $81,460-32.7% | $103,333-47.0% | $80,856-32.2% |
| Participation rate | 84.1% | 66.8%+17.2pp | 74.5%+9.6pp | 67.6%+16.5pp |
| Annual return | 12.64% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,248 | $3,105+4.6% | $3,868-16.0% | $2,755+17.9% |
| Participant deferral / active EE | $6,138 | $3,869+58.7% | $5,057+21.4% | $4,296+42.9% |
| Admin fee / account holder | $2,767 | $6,566-57.9% | $8,355-66.9% | $6,918-60.0% |