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 | $58,275 | $71,050-18.0% | $93,606-37.7% | $80,856-27.9% |
| Participation rate | 86.8% | 60.4%+26.4pp | 68.7%+18.1pp | 67.6%+19.2pp |
| Annual return | 12.29% | 11.26%+1.0pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,155 | $1,564-26.1% | $2,420-52.3% | $2,755-58.1% |
| Participant deferral / active EE | $4,595 | $4,034+13.9% | $4,411+4.2% | $4,296+7.0% |
| Admin fee / account holder | $3,867 | $6,945-44.3% | $8,285-53.3% | $6,918-44.1% |