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 | $70,458 | $93,571-24.7% | $135,903-48.2% | $75,163-6.3% |
| Participation rate | 85.3% | 75.2%+10.2pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 21.44% | 30.90%-9.5pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,288 | $3,537-35.3% | $4,856-52.9% | $2,670-14.3% |
| Participant deferral / active EE | $14,465 | $6,404+125.9% | $7,758+86.5% | $4,125+250.6% |
| Admin fee / account holder | $5,758 | $6,975-17.4% | $10,762-46.5% | $5,651+1.9% |