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 | $69,261 | $101,069-31.5% | $81,478-15.0% | $147,584-53.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | 18.97% | 32.40%-13.4pp | 38.78%-19.8pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,656 | $3,205-17.1% | $2,568+3.5% | $4,876-45.5% |
| Participant deferral / active EE | $3,856 | $4,242-9.1% | $3,537+9.0% | $5,439-29.1% |
| Admin fee / account holder | $8,401 | $5,812+44.5% | $4,561+84.2% | $10,885-22.8% |