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 | $66,906 | $127,065-47.3% | $113,168-40.9% | $142,382-53.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 13.18% | 24.03%-10.8pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,194 | $3,442-36.3% | $2,975-26.3% | $4,299-49.0% |
| Participant deferral / active EE | $4,105 | $5,716-28.2% | $5,107-19.6% | $6,507-36.9% |
| Admin fee / account holder | $3,375 | $15,736-78.6% | $12,068-72.0% | $12,624-73.3% |