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 | $75,017 | $125,758-40.3% | $169,993-55.9% | $75,163-0.2% |
| Participation rate | 74.4% | 83.6%-9.2pp | 87.0%-12.6pp | 67.2%+7.2pp |
| Annual return | 20.48% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,732 | $4,615-40.8% | $6,785-59.7% | $2,670+2.3% |
| Participant deferral / active EE | $3,401 | $6,837-50.3% | $10,408-67.3% | $4,125-17.6% |
| Admin fee / account holder | $1,155 | $8,173-85.9% | $12,815-91.0% | $5,651-79.6% |