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 | $74,398 | $88,042-15.5% | $138,135-46.1% | $79,858-6.8% |
| Participation rate | 94.3% | 71.4%+22.8pp | 78.7%+15.5pp | 69.6%+24.6pp |
| Annual return | 13.48% | 20.58%-7.1pp | 20.51%-7.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,228 | $3,103-28.2% | $5,587-60.1% | $2,471-9.8% |
| Participant deferral / active EE | $7,058 | $4,704+50.0% | $6,431+9.7% | $3,740+88.7% |
| Admin fee / account holder | $2,865 | $7,791-63.2% | $11,856-75.8% | $5,306-46.0% |