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 | $61,691 | $81,248-24.1% | $155,509-60.3% | $80,856-23.7% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 18.29% | 33.31%-15.0pp | 64.67%-46.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $2,170 | $3,100-30.0% | $4,672-53.6% | $2,755-21.2% |
| Participant deferral / active EE | $4,588 | $3,452+32.9% | $5,626-18.5% | $4,296+6.8% |
| Admin fee / account holder | $2,346 | $7,997-70.7% | $15,912-85.3% | $6,918-66.1% |