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 | $67,313 | $77,634-13.3% | $156,549-57.0% | $62,891+7.0% |
| Participation rate | 97.0% | 71.2%+25.8pp | 84.0%+13.0pp | 69.3%+27.7pp |
| Annual return | 8.58% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,213 | $3,444-35.7% | $5,501-59.8% | $2,281-3.0% |
| Participant deferral / active EE | $6,322 | $3,045+107.6% | $4,871+29.8% | $3,203+97.4% |
| Admin fee / account holder | $5,273 | $5,561-5.2% | $13,027-59.5% | $4,296+22.8% |