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 | $71,782 | $84,233-14.8% | $170,442-57.9% | $70,131+2.4% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 13.10% | 23.06%-10.0pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,614 | $3,387-52.3% | $5,433-70.3% | $2,342-31.1% |
| Participant deferral / active EE | $3,476 | $3,086+12.7% | $4,939-29.6% | $3,332+4.3% |
| Admin fee / account holder | $2,968 | $5,698-47.9% | $13,880-78.6% | $4,645-36.1% |