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 | $67,931 | $102,966-34.0% | $90,281-24.8% | $152,861-55.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 22.66% | 95.16%-72.5pp | 78.10%-55.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,191 | $3,139-30.2% | $2,854-23.2% | $4,762-54.0% |
| Participant deferral / active EE | $6,031 | $4,281+40.9% | $3,885+55.2% | $5,850+3.1% |
| Admin fee / account holder | $3,334 | $6,171-46.0% | $5,351-37.7% | $11,596-71.2% |