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 | $64,486 | $71,050-9.2% | $93,606-31.1% | $80,856-20.2% |
| Participation rate | 75.8% | 60.4%+15.4pp | 68.7%+7.0pp | 67.6%+8.1pp |
| Annual return | 10.64% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,869 | $1,564+19.5% | $2,420-22.8% | $2,755-32.2% |
| Participant deferral / active EE | $3,684 | $4,034-8.7% | $4,411-16.5% | $4,296-14.2% |
| Admin fee / account holder | $3,831 | $6,945-44.8% | $8,285-53.8% | $6,918-44.6% |