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 | $67,383 | $104,251-35.4% | $91,001-26.0% | $147,584-54.3% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.6%+13.9pp | 82.8%+6.6pp |
| Annual return | 15.31% | 27.06%-11.7pp | 4.60%+10.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,476 | $3,116-20.5% | $2,456+0.8% | $4,876-49.2% |
| Participant deferral / active EE | $4,688 | $4,195+11.8% | $3,547+32.2% | $5,439-13.8% |
| Admin fee / account holder | $3,847 | $8,948-57.0% | $5,417-29.0% | $10,885-64.7% |