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 | $76,558 | $91,190-16.0% | $178,490-57.1% | $79,858-4.1% |
| Participation rate | 92.7% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 14.93% | 24.19%-9.3pp | 151.07%-136.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,111 | $3,256-65.9% | $5,011-77.8% | $2,471-55.0% |
| Participant deferral / active EE | $4,027 | $3,236+24.4% | $5,202-22.6% | $3,740+7.7% |
| Admin fee / account holder | $9,812 | $6,751+45.3% | $13,984-29.8% | $5,306+84.9% |