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 | $61,970 | $76,407-18.9% | $150,298-58.8% | $82,448-24.8% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.4pp | 68.1%+29.1pp |
| Annual return | 13.76% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,756 | $2,614+5.4% | $4,154-33.7% | $2,551+8.0% |
| Participant deferral / active EE | $4,446 | $3,214+38.3% | $5,453-18.5% | $4,139+7.4% |
| Admin fee / account holder | $8,238 | $6,352+29.7% | $14,116-41.6% | $7,234+13.9% |