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 | $65,826 | $46,869+40.4% | $122,332-46.2% | $70,131-6.1% |
| Participation rate | 84.0% | 58.2%+25.8pp | 71.6%+12.4pp | 69.5%+14.5pp |
| Annual return | 17.40% | 24.22%-6.8pp | 30.27%-12.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,716 | $1,288+33.3% | $4,050-57.6% | $2,342-26.7% |
| Participant deferral / active EE | $4,013 | $2,166+85.2% | $3,287+22.1% | $3,332+20.4% |
| Admin fee / account holder | $3,988 | $3,322+20.0% | $5,478-27.2% | $4,645-14.2% |