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 | $64,952 | $88,360-26.5% | $145,433-55.3% | $67,986-4.5% |
| Participation rate | 92.2% | 65.5%+26.8pp | 82.1%+10.1pp | 57.2%+35.0pp |
| Annual return | 17.05% | 63.15%-46.1pp | 66.58%-49.5pp | 31.67%-14.6pp |
| Employer contribution / active EE | $3,169 | $3,054+3.8% | $4,554-30.4% | $2,019+57.0% |
| Participant deferral / active EE | $8,315 | $5,932+40.2% | $7,897+5.3% | $3,358+147.6% |
| Admin fee / account holder | $10,879 | $3,313+228.3% | $13,129-17.1% | $3,203+239.6% |