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 | $62,214 | $81,248-23.4% | $155,509-60.0% | $80,856-23.1% |
| Participation rate | 88.4% | 66.2%+22.2pp | 78.2%+10.2pp | 67.6%+20.8pp |
| Annual return | 20.66% | 33.31%-12.6pp | 64.67%-44.0pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,431 | $3,100-21.6% | $4,672-48.0% | $2,755-11.7% |
| Participant deferral / active EE | $5,089 | $3,452+47.4% | $5,626-9.6% | $4,296+18.5% |
| Admin fee / account holder | $2,881 | $7,997-64.0% | $15,912-81.9% | $6,918-58.4% |