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 | $81,824 | $91,552-10.6% | $133,956-38.9% | $79,858+2.5% |
| Participation rate | 97.8% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | 20.88% | 61.85%-41.0pp | 45.09%-24.2pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,011 | $2,384-57.6% | $3,919-74.2% | $2,471-59.1% |
| Participant deferral / active EE | $2,474 | $3,733-33.7% | $5,048-51.0% | $3,740-33.9% |
| Admin fee / account holder | $8,132 | $6,321+28.7% | $8,927-8.9% | $5,306+53.2% |