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 | $61,868 | $81,248-23.9% | $155,509-60.2% | $80,856-23.5% |
| Participation rate | 97.3% | 66.2%+31.0pp | 78.2%+19.1pp | 67.6%+29.6pp |
| Annual return | 12.60% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,799 | $3,100-9.7% | $4,672-40.1% | $2,755+1.6% |
| Participant deferral / active EE | $5,723 | $3,452+65.8% | $5,626+1.7% | $4,296+33.2% |
| Admin fee / account holder | $1,446 | $7,997-81.9% | $15,912-90.9% | $6,918-79.1% |