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 | $67,068 | $102,605-34.6% | $145,661-54.0% | $84,808-20.9% |
| Participation rate | 88.1% | 74.3%+13.8pp | 77.2%+10.9pp | 68.3%+19.8pp |
| Annual return | 13.76% | 26.50%-12.7pp | 101.46%-87.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,663 | $3,325-50.0% | $4,238-60.7% | $2,631-36.8% |
| Participant deferral / active EE | $4,813 | $5,750-16.3% | $7,198-33.1% | $4,212+14.3% |
| Admin fee / account holder | $9,649 | $8,758+10.2% | $12,466-22.6% | $7,344+31.4% |