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 | $53,223 | $63,764-16.5% | $81,930-35.0% | $79,858-33.4% |
| Participation rate | 70.4% | 67.5%+2.9pp | 72.0%-1.6pp | 69.6%+0.8pp |
| Annual return | 14.98% | 22.66%-7.7pp | 29.49%-14.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $6,195 | $1,795+245.1% | $4,310+43.7% | $2,471+150.7% |
| Participant deferral / active EE | $1,324 | $2,780-52.4% | $7,107-81.4% | $3,740-64.6% |
| Admin fee / account holder | $14,363 | $4,426+224.5% | $5,158+178.5% | $5,306+170.7% |