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 | $65,241 | $83,477-21.8% | $125,175-47.9% | $72,985-10.6% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 22.11% | 25.78%-3.7pp | 43.79%-21.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $3,654 | $2,345+55.8% | $3,865-5.5% | $2,440+49.8% |
| Participant deferral / active EE | $4,585 | $3,585+27.9% | $4,937-7.1% | $3,607+27.1% |
| Admin fee / account holder | $1,291 | $5,517-76.6% | $9,702-86.7% | $5,124-74.8% |