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 | $67,841 | $77,899-12.9% | $149,673-54.7% | $75,163-9.7% |
| Participation rate | 80.7% | 65.6%+15.1pp | 78.8%+2.0pp | 67.2%+13.5pp |
| Annual return | 13.93% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,801 | $3,137-10.7% | $4,818-41.9% | $2,670+4.9% |
| Participant deferral / active EE | $2,458 | $3,411-27.9% | $5,680-56.7% | $4,125-40.4% |
| Admin fee / account holder | $1,623 | $5,956-72.8% | $13,210-87.7% | $5,651-71.3% |