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 | $61,935 | $73,933-16.2% | $96,683-35.9% | $75,163-17.6% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 13.50% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,103 | $2,928+40.1% | $3,737+9.8% | $2,670+53.7% |
| Participant deferral / active EE | $2,576 | $3,659-29.6% | $4,878-47.2% | $4,125-37.5% |
| Admin fee / account holder | $4,595 | $5,216-11.9% | $6,730-31.7% | $5,651-18.7% |