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 | $57,311 | $109,881-47.8% | $150,045-61.8% | $84,808-32.4% |
| Participation rate | 80.4% | 76.1%+4.3pp | 82.3%-1.9pp | 68.3%+12.1pp |
| Annual return | 19.73% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,159 | $3,561-11.3% | $4,693-32.7% | $2,631+20.1% |
| Participant deferral / active EE | $5,995 | $6,636-9.7% | $7,997-25.0% | $4,212+42.4% |
| Admin fee / account holder | $15,347 | $8,568+79.1% | $13,435+14.2% | $7,344+109.0% |