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 | $64,489 | $80,968-20.4% | $96,544-33.2% | $75,163-14.2% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 14.58% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,242 | $2,282-45.6% | $2,965-58.1% | $2,670-53.5% |
| Participant deferral / active EE | $1,938 | $3,928-50.7% | $4,851-60.0% | $4,125-53.0% |
| Admin fee / account holder | $10,442 | $6,724+55.3% | $8,252+26.5% | $5,651+84.8% |