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 | $37,495 | $80,968-53.7% | $96,544-61.2% | $75,163-50.1% |
| Participation rate | 86.8% | 71.8%+15.1pp | 76.0%+10.9pp | 67.2%+19.7pp |
| Annual return | 13.52% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,768 | $2,282-22.5% | $2,965-40.4% | $2,670-33.8% |
| Participant deferral / active EE | $2,395 | $3,928-39.0% | $4,851-50.6% | $4,125-41.9% |
| Admin fee / account holder | $2,542 | $6,724-62.2% | $8,252-69.2% | $5,651-55.0% |