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 | $55,557 | $61,605-9.8% | $112,229-50.5% | $75,163-26.1% |
| Participation rate | 78.4% | 61.7%+16.8pp | 72.4%+6.0pp | 67.2%+11.2pp |
| Annual return | 17.86% | 28.47%-10.6pp | 30.20%-12.3pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,791 | $2,015+38.5% | $3,430-18.6% | $2,670+4.5% |
| Participant deferral / active EE | $5,643 | $3,108+81.6% | $4,798+17.6% | $4,125+36.8% |
| Admin fee / account holder | $7,536 | $4,862+55.0% | $7,748-2.7% | $5,651+33.4% |