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 | $76,949 | $87,013-11.6% | $106,213-27.6% | $80,856-4.8% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.6%+15.7pp |
| Annual return | 11.11% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,796 | $2,395-25.0% | $3,171-43.4% | $2,755-34.8% |
| Participant deferral / active EE | $4,015 | $3,986+0.7% | $5,016-20.0% | $4,296-6.5% |
| Admin fee / account holder | $2,525 | $8,431-70.1% | $11,033-77.1% | $6,918-63.5% |