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 | $67,203 | $68,547-2.0% | $120,354-44.2% | $80,856-16.9% |
| Participation rate | 76.6% | 61.6%+15.0pp | 71.9%+4.7pp | 67.6%+9.0pp |
| Annual return | 16.96% | 23.60%-6.6pp | 107.15%-90.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,406 | $2,051+17.3% | $3,463-30.5% | $2,755-12.7% |
| Participant deferral / active EE | $3,963 | $3,173+24.9% | $4,991-20.6% | $4,296-7.7% |
| Admin fee / account holder | $5,709 | $5,732-0.4% | $9,423-39.4% | $6,918-17.5% |