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 | $65,677 | $76,407-14.0% | $150,298-56.3% | $82,448-20.3% |
| Participation rate | 73.5% | 66.4%+7.1pp | 77.8%-4.2pp | 68.1%+5.5pp |
| Annual return | 19.34% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,241 | $2,614-14.3% | $4,154-46.1% | $2,551-12.2% |
| Participant deferral / active EE | $5,272 | $3,214+64.0% | $5,453-3.3% | $4,139+27.4% |
| Admin fee / account holder | $1,987 | $6,352-68.7% | $14,116-85.9% | $7,234-72.5% |