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 | $54,071 | $58,512-7.6% | $84,015-35.6% | $72,985-25.9% |
| Participation rate | 80.5% | 61.2%+19.3pp | 69.0%+11.5pp | 69.5%+11.0pp |
| Annual return | 26.76% | 28.93%-2.2pp | 71.31%-44.5pp | 81.00%-54.2pp |
| Employer contribution / active EE | $1,897 | $1,163+63.1% | $1,983-4.4% | $2,440-22.3% |
| Participant deferral / active EE | $2,472 | $2,394+3.3% | $3,239-23.7% | $3,607-31.5% |
| Admin fee / account holder | $2,030 | $4,569-55.6% | $6,101-66.7% | $5,124-60.4% |