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 | $81,256 | $90,745-10.5% | $130,231-37.6% | $75,163+8.1% |
| Participation rate | 97.3% | 71.1%+26.2pp | 76.3%+21.0pp | 67.2%+30.1pp |
| Annual return | 15.04% | 34.45%-19.4pp | 38.77%-23.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,346 | $3,314-59.4% | $4,126-67.4% | $2,670-49.6% |
| Participant deferral / active EE | $6,597 | $5,362+23.0% | $6,799-3.0% | $4,125+59.9% |
| Admin fee / account holder | $3,496 | $6,331-44.8% | $6,020-41.9% | $5,651-38.1% |