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 | $73,153 | $87,013-15.9% | $106,213-31.1% | $80,856-9.5% |
| Participation rate | 85.4% | 70.4%+14.9pp | 75.3%+10.1pp | 67.6%+17.7pp |
| Annual return | 13.31% | 17.05%-3.7pp | 116.14%-102.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,526 | $2,395-36.3% | $3,171-51.9% | $2,755-44.6% |
| Participant deferral / active EE | $3,070 | $3,986-23.0% | $5,016-38.8% | $4,296-28.5% |
| Admin fee / account holder | $876 | $8,431-89.6% | $11,033-92.1% | $6,918-87.3% |