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 | $79,948 | $101,724-21.4% | $164,813-51.5% | $80,856-1.1% |
| Participation rate | 93.1% | 71.8%+21.2pp | 78.6%+14.5pp | 67.6%+25.4pp |
| Annual return | 12.45% | 16.72%-4.3pp | 69.93%-57.5pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,474 | $2,953-16.2% | $4,341-43.0% | $2,755-10.2% |
| Participant deferral / active EE | $7,868 | $4,477+75.7% | $6,031+30.4% | $4,296+83.1% |
| Admin fee / account holder | $6,966 | $8,227-15.3% | $12,690-45.1% | $6,918+0.7% |