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 | $58,824 | $95,416-38.3% | $185,823-68.3% | $85,850-31.5% |
| Participation rate | 73.5% | 68.8%+4.7pp | 81.7%-8.2pp | 69.3%+4.2pp |
| Annual return | 31.86% | 23.59%+8.3pp | 122.05%-90.2pp | 318.53%-286.7pp |
| Employer contribution / active EE | $1,720 | $3,314-48.1% | $5,167-66.7% | $2,565-32.9% |
| Participant deferral / active EE | $3,178 | $3,423-7.2% | $5,568-42.9% | $3,952-19.6% |
| Admin fee / account holder | $1,531 | $7,213-78.8% | $16,237-90.6% | $6,260-75.5% |