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 | $59,456 | $83,477-28.8% | $125,175-52.5% | $72,985-18.5% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+10.0pp | 69.5%+20.3pp |
| Annual return | 34.33% | 25.78%+8.5pp | 43.79%-9.5pp | 81.00%-46.7pp |
| Employer contribution / active EE | $1,388 | $2,345-40.8% | $3,865-64.1% | $2,440-43.1% |
| Participant deferral / active EE | $4,192 | $3,585+16.9% | $4,937-15.1% | $3,607+16.2% |
| Admin fee / account holder | $2,466 | $5,517-55.3% | $9,702-74.6% | $5,124-51.9% |