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 | $63,362 | $81,248-22.0% | $155,509-59.3% | $80,856-21.6% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+25.0pp |
| Annual return | 12.20% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,836 | $3,100-40.8% | $4,672-60.7% | $2,755-33.3% |
| Participant deferral / active EE | $3,510 | $3,452+1.7% | $5,626-37.6% | $4,296-18.3% |
| Admin fee / account holder | $14,955 | $7,997+87.0% | $15,912-6.0% | $6,918+116.2% |