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 | $60,330 | $64,348-6.2% | $90,160-33.1% | $70,131-14.0% |
| Participation rate | 85.7% | 70.4%+15.3pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 15.64% | 28.13%-12.5pp | 34.88%-19.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,288 | $2,046-37.0% | $3,318-61.2% | $2,342-45.0% |
| Participant deferral / active EE | $5,977 | $4,389+36.2% | $5,288+13.0% | $3,332+79.4% |
| Admin fee / account holder | $13,853 | $3,944+251.3% | $5,943+133.1% | $4,645+198.2% |