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 4-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 | $66,422 | $124,425-46.6% | $112,040-40.7% | $137,256-51.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.37% | 24.72%-11.3pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,178 | $3,411-36.2% | $2,954-26.3% | $4,156-47.6% |
| Participant deferral / active EE | $5,353 | $5,718-6.4% | $5,098+5.0% | $6,407-16.4% |
| Admin fee / account holder | $10,705 | $15,207-29.6% | $12,098-11.5% | $12,270-12.8% |