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 | $75,946 | $138,347-45.1% | $184,203-58.8% | $80,856-6.1% |
| Participation rate | 96.2% | 83.9%+12.3pp | 86.8%+9.3pp | 67.6%+28.5pp |
| Annual return | 15.13% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,466 | $4,850-28.5% | $6,427-46.1% | $2,755+25.8% |
| Participant deferral / active EE | $5,145 | $7,071-27.2% | $9,131-43.7% | $4,296+19.8% |
| Admin fee / account holder | $24,390 | $10,483+132.7% | $13,901+75.5% | $6,918+252.6% |