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 | $54,876 | $86,286-36.4% | $111,297-50.7% | $85,850-36.1% |
| Participation rate | 87.7% | 73.3%+14.4pp | 77.3%+10.4pp | 69.3%+18.4pp |
| Annual return | 13.86% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,096 | $2,043+2.6% | $2,731-23.3% | $2,565-18.3% |
| Participant deferral / active EE | $3,774 | $3,641+3.7% | $4,487-15.9% | $3,952-4.5% |
| Admin fee / account holder | $14,260 | $8,188+74.2% | $7,964+79.1% | $6,260+127.8% |