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 | $61,832 | $73,933-16.4% | $96,683-36.0% | $75,163-17.7% |
| Participation rate | 82.9% | 66.4%+16.4pp | 74.3%+8.5pp | 67.2%+15.7pp |
| Annual return | 21.72% | 26.70%-5.0pp | 35.69%-14.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $5,387 | $2,928+84.0% | $3,737+44.2% | $2,670+101.8% |
| Participant deferral / active EE | $2,903 | $3,659-20.7% | $4,878-40.5% | $4,125-29.6% |
| Admin fee / account holder | $1,674 | $5,216-67.9% | $6,730-75.1% | $5,651-70.4% |