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 | $53,971 | $80,717-33.1% | $154,803-65.1% | $84,808-36.4% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 15.24% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,184 | $2,761+15.3% | $4,305-26.1% | $2,631+21.0% |
| Participant deferral / active EE | $3,857 | $3,303+16.8% | $5,540-30.4% | $4,212-8.4% |
| Admin fee / account holder | $4,947 | $6,746-26.7% | $14,329-65.5% | $7,344-32.6% |