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 | $65,165 | $81,248-19.8% | $155,509-58.1% | $80,856-19.4% |
| Participation rate | 73.0% | 66.2%+6.7pp | 78.2%-5.2pp | 67.6%+5.3pp |
| Annual return | 12.83% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,467 | $3,100-20.4% | $4,672-47.2% | $2,755-10.5% |
| Participant deferral / active EE | $4,488 | $3,452+30.0% | $5,626-20.2% | $4,296+4.5% |
| Admin fee / account holder | $13,750 | $7,997+71.9% | $15,912-13.6% | $6,918+98.8% |