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 | $73,712 | $80,968-9.0% | $96,544-23.6% | $75,163-1.9% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 14.64% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,446 | $2,282-36.6% | $2,965-51.2% | $2,670-45.8% |
| Participant deferral / active EE | $3,070 | $3,928-21.9% | $4,851-36.7% | $4,125-25.6% |
| Admin fee / account holder | $5,239 | $6,724-22.1% | $8,252-36.5% | $5,651-7.3% |