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 | $64,073 | $77,899-17.7% | $149,673-57.2% | $75,163-14.8% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 13.34% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,563 | $3,137-18.3% | $4,818-46.8% | $2,670-4.0% |
| Participant deferral / active EE | $4,185 | $3,411+22.7% | $5,680-26.3% | $4,125+1.4% |
| Admin fee / account holder | $8,496 | $5,956+42.6% | $13,210-35.7% | $5,651+50.4% |