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 | $61,778 | $108,825-43.2% | $156,181-60.4% | $82,448-25.1% |
| Participation rate | 75.6% | 72.4%+3.3pp | 78.8%-3.2pp | 68.1%+7.6pp |
| Annual return | 18.74% | 20.59%-1.8pp | 64.87%-46.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,842 | $2,870-35.8% | $4,294-57.1% | $2,551-27.8% |
| Participant deferral / active EE | $5,239 | $4,577+14.5% | $6,132-14.6% | $4,139+26.6% |
| Admin fee / account holder | $4,440 | $9,341-52.5% | $14,586-69.6% | $7,234-38.6% |