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 | $82,602 | $109,881-24.8% | $150,045-44.9% | $84,808-2.6% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 16.99% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,145 | $3,561-39.8% | $4,693-54.3% | $2,631-18.5% |
| Participant deferral / active EE | $4,117 | $6,636-38.0% | $7,997-48.5% | $4,212-2.2% |
| Admin fee / account holder | $13,580 | $8,568+58.5% | $13,435+1.1% | $7,344+84.9% |