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 | $67,900 | $71,050-4.4% | $93,606-27.5% | $80,856-16.0% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.6%+10.1pp |
| Annual return | 12.07% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,588 | $1,564+1.5% | $2,420-34.4% | $2,755-42.4% |
| Participant deferral / active EE | $3,316 | $4,034-17.8% | $4,411-24.8% | $4,296-22.8% |
| Admin fee / account holder | $2,216 | $6,945-68.1% | $8,285-73.3% | $6,918-68.0% |