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 | $50,355 | $76,407-34.1% | $150,298-66.5% | $82,448-38.9% |
| Participation rate | 85.2% | 66.4%+18.8pp | 77.8%+7.4pp | 68.1%+17.1pp |
| Annual return | 15.37% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,450 | $2,614-44.5% | $4,154-65.1% | $2,551-43.1% |
| Participant deferral / active EE | $3,175 | $3,214-1.2% | $5,453-41.8% | $4,139-23.3% |
| Admin fee / account holder | $9,867 | $6,352+55.3% | $14,116-30.1% | $7,234+36.4% |