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 | $62,183 | $78,705-21.0% | $117,854-47.2% | $70,131-11.3% |
| Participation rate | 84.8% | 73.2%+11.7pp | 79.7%+5.2pp | 69.5%+15.3pp |
| Annual return | 20.29% | 23.30%-3.0pp | 335.08%-314.8pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,718 | $2,223-22.7% | $3,786-54.6% | $2,342-26.7% |
| Participant deferral / active EE | $4,457 | $3,297+35.2% | $4,482-0.6% | $3,332+33.8% |
| Admin fee / account holder | $2,702 | $5,065-46.7% | $8,020-66.3% | $4,645-41.8% |