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 | $63,354 | $99,985-36.6% | $146,665-56.8% | $85,850-26.2% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 12.45% | 18.93%-6.5pp | 22.74%-10.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,672 | $2,559+43.5% | $4,136-11.2% | $2,565+43.1% |
| Participant deferral / active EE | $6,774 | $4,006+69.1% | $5,506+23.0% | $3,952+71.4% |
| Admin fee / account holder | $3,009 | $7,702-60.9% | $10,280-70.7% | $6,260-51.9% |