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 | $64,777 | $77,314-16.2% | $177,989-63.6% | $80,856-19.9% |
| Participation rate | 74.2% | 65.7%+8.5pp | 77.1%-2.9pp | 67.6%+6.6pp |
| Annual return | 15.04% | 18.09%-3.0pp | 294.48%-279.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,939 | $2,292+28.2% | $3,949-25.6% | $2,755+6.7% |
| Participant deferral / active EE | $4,788 | $4,411+8.6% | $6,276-23.7% | $4,296+11.5% |
| Admin fee / account holder | $1,330 | $7,191-81.5% | $10,363-87.2% | $6,918-80.8% |