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 | $63,065 | $125,758-49.9% | $169,993-62.9% | $75,163-16.1% |
| Participation rate | 85.2% | 83.6%+1.7pp | 87.0%-1.8pp | 67.2%+18.1pp |
| Annual return | 15.03% | 27.20%-12.2pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,372 | $4,615-26.9% | $6,785-50.3% | $2,670+26.3% |
| Participant deferral / active EE | $5,829 | $6,837-14.7% | $10,408-44.0% | $4,125+41.3% |
| Admin fee / account holder | $2,666 | $8,173-67.4% | $12,815-79.2% | $5,651-52.8% |