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 | $66,682 | $81,208-17.9% | $98,907-32.6% | $79,858-16.5% |
| Participation rate | 91.1% | 72.5%+18.6pp | 76.0%+15.1pp | 69.6%+21.5pp |
| Annual return | 34.00% | 60.99%-27.0pp | 196.43%-162.4pp | 31.71%+2.3pp |
| Employer contribution / active EE | $1,594 | $1,960-18.7% | $2,689-40.7% | $2,471-35.5% |
| Participant deferral / active EE | $3,511 | $3,265+7.5% | $4,244-17.3% | $3,740-6.1% |
| Admin fee / account holder | $3,200 | $6,013-46.8% | $6,642-51.8% | $5,306-39.7% |