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 | $65,434 | $103,376-36.7% | $87,100-24.9% | $152,861-57.2% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 18.39% | 28.10%-9.7pp | 28.19%-9.8pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,483 | $3,220-22.9% | $2,521-1.5% | $4,762-47.9% |
| Participant deferral / active EE | $6,358 | $4,778+33.1% | $4,049+57.0% | $5,850+8.7% |
| Admin fee / account holder | $1,788 | $12,205-85.3% | $7,497-76.1% | $11,596-84.6% |