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 | $67,050 | $48,750+37.5% | $88,946-24.6% | $74,304-9.8% |
| Participation rate | 80.6% | 44.5%+36.1pp | 68.8%+11.7pp | 60.3%+20.2pp |
| Annual return | 18.88% | 25.91%-7.0pp | 57.82%-38.9pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,977 | $1,255+57.6% | $2,555-22.6% | $2,241-11.8% |
| Participant deferral / active EE | $3,765 | $2,423+55.4% | $4,581-17.8% | $3,767-0.1% |
| Admin fee / account holder | $2,713 | $3,756-27.8% | $8,261-67.2% | $2,969-8.6% |