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 | $68,438 | $89,355-23.4% | $141,162-51.5% | $72,985-6.2% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.5%-6.5pp | 69.5%+6.5pp |
| Annual return | 23.08% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,949 | $3,114-37.4% | $4,735-58.8% | $2,440-20.1% |
| Participant deferral / active EE | $4,423 | $5,418-18.4% | $6,709-34.1% | $3,607+22.6% |
| Admin fee / account holder | $1,260 | $5,958-78.9% | $10,261-87.7% | $5,124-75.4% |