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 | $64,802 | $81,446-20.4% | $103,374-37.3% | $80,874-19.9% |
| Participation rate | 89.0% | 66.9%+22.2pp | 74.5%+14.5pp | 67.6%+21.4pp |
| Annual return | 14.33% | 25.57%-11.2pp | 24.89%-10.6pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,400 | $3,107-54.9% | $3,869-63.8% | $2,756-49.2% |
| Participant deferral / active EE | $6,954 | $3,870+79.7% | $5,058+37.5% | $4,297+61.8% |
| Admin fee / account holder | $24,133 | $6,715+259.4% | $8,394+187.5% | $6,935+248.0% |