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 | $63,048 | $73,933-14.7% | $96,683-34.8% | $75,163-16.1% |
| Participation rate | 97.7% | 66.4%+31.3pp | 74.3%+23.4pp | 67.2%+30.5pp |
| Annual return | 18.53% | 26.70%-8.2pp | 35.69%-17.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,962 | $2,928+1.2% | $3,737-20.7% | $2,670+11.0% |
| Participant deferral / active EE | $6,466 | $3,659+76.7% | $4,878+32.6% | $4,125+56.8% |
| Admin fee / account holder | $2,980 | $5,216-42.9% | $6,730-55.7% | $5,651-47.3% |