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 | $61,572 | $86,286-28.6% | $111,297-44.7% | $85,850-28.3% |
| Participation rate | 75.7% | 73.3%+2.3pp | 77.3%-1.6pp | 69.3%+6.4pp |
| Annual return | 11.36% | 19.99%-8.6pp | 54.65%-43.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,337 | $2,043+14.4% | $2,731-14.4% | $2,565-8.9% |
| Participant deferral / active EE | $4,348 | $3,641+19.4% | $4,487-3.1% | $3,952+10.0% |
| Admin fee / account holder | $5,526 | $8,188-32.5% | $7,964-30.6% | $6,260-11.7% |