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 | $57,965 | $63,355-8.5% | $91,989-37.0% | $72,985-20.6% |
| Participation rate | 71.8% | 72.5%-0.7pp | 78.6%-6.8pp | 69.5%+2.3pp |
| Annual return | 25.78% | 35.35%-9.6pp | 69.02%-43.2pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,830 | $2,116+33.8% | $3,452-18.0% | $2,440+16.0% |
| Participant deferral / active EE | $4,984 | $4,883+2.1% | $5,923-15.9% | $3,607+38.2% |
| Admin fee / account holder | $16,081 | $4,668+244.5% | $7,743+107.7% | $5,124+213.8% |