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 | $62,160 | $89,753-30.7% | $107,525-42.2% | $84,808-26.7% |
| Participation rate | 86.5% | 68.1%+18.4pp | 75.1%+11.4pp | 68.3%+18.2pp |
| Annual return | 13.70% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,293 | $3,113+5.8% | $3,754-12.3% | $2,631+25.2% |
| Participant deferral / active EE | $4,070 | $4,056+0.3% | $5,116-20.4% | $4,212-3.4% |
| Admin fee / account holder | $7,053 | $7,222-2.3% | $8,919-20.9% | $7,344-4.0% |