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 | $60,976 | $89,753-32.1% | $107,525-43.3% | $84,808-28.1% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 16.44% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,416 | $3,113-54.5% | $3,754-62.3% | $2,631-46.2% |
| Participant deferral / active EE | $4,480 | $4,056+10.4% | $5,116-12.4% | $4,212+6.4% |
| Admin fee / account holder | $2,752 | $7,222-61.9% | $8,919-69.1% | $7,344-62.5% |