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 | $67,919 | $81,460-16.6% | $103,333-34.3% | $80,856-16.0% |
| Participation rate | 94.4% | 66.8%+27.6pp | 74.5%+19.9pp | 67.6%+26.8pp |
| Annual return | 10.49% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,331 | $3,105+7.3% | $3,868-13.9% | $2,755+20.9% |
| Participant deferral / active EE | $4,214 | $3,869+8.9% | $5,057-16.7% | $4,296-1.9% |
| Admin fee / account holder | $3,542 | $6,566-46.1% | $8,355-57.6% | $6,918-48.8% |