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 | $62,566 | $106,749-41.4% | $145,433-57.0% | $82,448-24.1% |
| Participation rate | 88.1% | 75.6%+12.4pp | 82.1%+6.0pp | 68.1%+20.0pp |
| Annual return | 15.44% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,102 | $3,444-68.0% | $4,554-75.8% | $2,551-56.8% |
| Participant deferral / active EE | $11,146 | $6,519+71.0% | $7,897+41.1% | $4,139+169.3% |
| Admin fee / account holder | $11,944 | $8,390+42.4% | $13,129-9.0% | $7,234+65.1% |