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 | $71,616 | $98,750-27.5% | $149,696-52.2% | $79,858-10.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 17.08% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,867 | $3,216-42.0% | $4,644-59.8% | $2,471-24.4% |
| Participant deferral / active EE | $4,245 | $5,680-25.3% | $6,842-37.9% | $3,740+13.5% |
| Admin fee / account holder | $1,549 | $6,053-74.4% | $9,309-83.4% | $5,306-70.8% |