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 | $60,521 | $93,571-35.3% | $135,903-55.5% | $75,163-19.5% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 16.65% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,068 | $3,537-13.2% | $4,856-36.8% | $2,670+14.9% |
| Participant deferral / active EE | $5,457 | $6,404-14.8% | $7,758-29.7% | $4,125+32.3% |
| Admin fee / account holder | $8,772 | $6,975+25.8% | $10,762-18.5% | $5,651+55.2% |