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 | $62,508 | $101,069-38.2% | $81,478-23.3% | $147,584-57.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 11.51% | 32.40%-20.9pp | 38.78%-27.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,610 | $3,205-18.6% | $2,568+1.7% | $4,876-46.5% |
| Participant deferral / active EE | $6,057 | $4,242+42.8% | $3,537+71.3% | $5,439+11.4% |
| Admin fee / account holder | $46,204 | $5,812+695.0% | $4,561+913.0% | $10,885+324.5% |