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 | $75,652 | $101,724-25.6% | $164,813-54.1% | $80,856-6.4% |
| Participation rate | 77.6% | 71.8%+5.8pp | 78.6%-1.0pp | 67.6%+10.0pp |
| Annual return | 14.24% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,530 | $2,953-48.2% | $4,341-64.7% | $2,755-44.4% |
| Participant deferral / active EE | $3,558 | $4,477-20.5% | $6,031-41.0% | $4,296-17.2% |
| Admin fee / account holder | $2,338 | $8,227-71.6% | $12,690-81.6% | $6,918-66.2% |