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 | $60,044 | $81,460-26.3% | $103,333-41.9% | $80,856-25.7% |
| Participation rate | 90.1% | 66.8%+23.3pp | 74.5%+15.6pp | 67.6%+22.5pp |
| Annual return | 12.51% | 25.55%-13.0pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,937 | $3,105-5.4% | $3,868-24.1% | $2,755+6.6% |
| Participant deferral / active EE | $6,629 | $3,869+71.3% | $5,057+31.1% | $4,296+54.3% |
| Admin fee / account holder | $2,414 | $6,566-63.2% | $8,355-71.1% | $6,918-65.1% |