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 | $67,836 | $98,750-31.3% | $149,696-54.7% | $79,858-15.1% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 15.98% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,478 | $3,216-23.0% | $4,644-46.7% | $2,471+0.3% |
| Participant deferral / active EE | $6,404 | $5,680+12.7% | $6,842-6.4% | $3,740+71.2% |
| Admin fee / account holder | $1,306 | $6,053-78.4% | $9,309-86.0% | $5,306-75.4% |