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 | $59,878 | $80,968-26.0% | $96,544-38.0% | $75,163-20.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.20% | 27.06%-10.9pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,924 | $2,282-15.7% | $2,965-35.1% | $2,670-27.9% |
| Participant deferral / active EE | $2,311 | $3,928-41.2% | $4,851-52.4% | $4,125-44.0% |
| Admin fee / account holder | $3,495 | $6,724-48.0% | $8,252-57.7% | $5,651-38.2% |