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 | $63,304 | $109,359-42.1% | $162,163-61.0% | $72,985-13.3% |
| Participation rate | 86.1% | 84.3%+1.9pp | 87.6%-1.4pp | 69.5%+16.6pp |
| Annual return | 19.44% | 25.46%-6.0pp | 115.59%-96.2pp | 81.00%-61.6pp |
| Employer contribution / active EE | $3,216 | $3,907-17.7% | $5,614-42.7% | $2,440+31.8% |
| Participant deferral / active EE | $4,280 | $5,481-21.9% | $7,298-41.4% | $3,607+18.6% |
| Admin fee / account holder | $3,320 | $7,972-58.3% | $10,843-69.4% | $5,124-35.2% |