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 | $66,158 | $81,460-18.8% | $103,333-36.0% | $80,856-18.2% |
| Participation rate | 73.1% | 66.8%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 15.78% | 25.55%-9.8pp | 24.88%-9.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,211 | $3,105-28.8% | $3,868-42.8% | $2,755-19.7% |
| Participant deferral / active EE | $5,415 | $3,869+40.0% | $5,057+7.1% | $4,296+26.0% |
| Admin fee / account holder | $7,060 | $6,566+7.5% | $8,355-15.5% | $6,918+2.0% |