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 | $62,146 | $85,766-27.5% | $136,294-54.4% | $70,131-11.4% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 20.14% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,809 | $2,966-39.0% | $4,695-61.5% | $2,342-22.8% |
| Participant deferral / active EE | $3,231 | $5,051-36.0% | $6,247-48.3% | $3,332-3.0% |
| Admin fee / account holder | $12,166 | $5,420+124.4% | $9,243+31.6% | $4,645+161.9% |