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 | $64,725 | $91,190-29.0% | $178,490-63.7% | $79,858-18.9% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 12.28% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,867 | $3,256+18.8% | $5,011-22.8% | $2,471+56.5% |
| Participant deferral / active EE | $3,503 | $3,236+8.2% | $5,202-32.7% | $3,740-6.3% |
| Admin fee / account holder | $3,070 | $6,751-54.5% | $13,984-78.0% | $5,306-42.1% |