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 | $62,011 | $85,202-27.2% | $172,739-64.1% | $72,985-15.0% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 17.70% | 27.32%-9.6pp | 802.84%-785.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,946 | $3,324-11.4% | $5,143-42.7% | $2,440+20.7% |
| Participant deferral / active EE | $2,918 | $3,260-10.5% | $5,198-43.9% | $3,607-19.1% |
| Admin fee / account holder | $5,797 | $5,884-1.5% | $13,954-58.5% | $5,124+13.1% |