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 | $74,133 | $93,571-20.8% | $135,903-45.5% | $75,163-1.4% |
| Participation rate | 73.8% | 75.2%-1.4pp | 81.9%-8.1pp | 67.2%+6.6pp |
| Annual return | 20.21% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $2,322 | $3,537-34.3% | $4,856-52.2% | $2,670-13.0% |
| Participant deferral / active EE | $5,791 | $6,404-9.6% | $7,758-25.4% | $4,125+40.4% |
| Admin fee / account holder | $4,782 | $6,975-31.4% | $10,762-55.6% | $5,651-15.4% |