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 | $70,247 | $109,881-36.1% | $150,045-53.2% | $84,808-17.2% |
| Participation rate | 89.2% | 76.1%+13.1pp | 82.3%+6.9pp | 68.3%+20.9pp |
| Annual return | 18.32% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,004 | $3,561-43.7% | $4,693-57.3% | $2,631-23.8% |
| Participant deferral / active EE | $4,674 | $6,636-29.6% | $7,997-41.6% | $4,212+11.0% |
| Admin fee / account holder | $2,078 | $8,568-75.8% | $13,435-84.5% | $7,344-71.7% |