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 | $75,963 | $81,248-6.5% | $155,509-51.2% | $80,856-6.1% |
| Participation rate | 90.6% | 66.2%+24.4pp | 78.2%+12.4pp | 67.6%+23.0pp |
| Annual return | 11.31% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,028 | $3,100-34.6% | $4,672-56.6% | $2,755-26.4% |
| Participant deferral / active EE | $3,732 | $3,452+8.1% | $5,626-33.7% | $4,296-13.1% |
| Admin fee / account holder | $12,545 | $7,997+56.9% | $15,912-21.2% | $6,918+81.3% |