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 | $78,952 | $101,724-22.4% | $164,813-52.1% | $80,856-2.4% |
| Participation rate | 91.9% | 71.8%+20.1pp | 78.6%+13.3pp | 67.6%+24.3pp |
| Annual return | 12.27% | 16.72%-4.4pp | 69.93%-57.7pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,600 | $2,953-45.8% | $4,341-63.1% | $2,755-41.9% |
| Participant deferral / active EE | $4,388 | $4,477-2.0% | $6,031-27.2% | $4,296+2.1% |
| Admin fee / account holder | $6,729 | $8,227-18.2% | $12,690-47.0% | $6,918-2.7% |