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 | $59,702 | $93,571-36.2% | $135,903-56.1% | $75,163-20.6% |
| Participation rate | 85.9% | 75.2%+10.8pp | 81.9%+4.0pp | 67.2%+18.7pp |
| Annual return | 23.16% | 30.90%-7.7pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,763 | $3,537-50.1% | $4,856-63.7% | $2,670-34.0% |
| Participant deferral / active EE | $3,173 | $6,404-50.5% | $7,758-59.1% | $4,125-23.1% |
| Admin fee / account holder | $10,979 | $6,975+57.4% | $10,762+2.0% | $5,651+94.3% |