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 | $64,898 | $99,985-35.1% | $146,665-55.8% | $85,850-24.4% |
| Participation rate | 85.7% | 73.1%+12.7pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 13.31% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,519 | $2,559-40.6% | $4,136-63.3% | $2,565-40.8% |
| Participant deferral / active EE | $3,320 | $4,006-17.1% | $5,506-39.7% | $3,952-16.0% |
| Admin fee / account holder | $5,561 | $7,702-27.8% | $10,280-45.9% | $6,260-11.2% |