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 | $88,611 | $100,923-12.2% | $150,045-40.9% | $74,304+19.3% |
| Participation rate | 93.0% | 70.1%+23.0pp | 82.3%+10.7pp | 60.3%+32.7pp |
| Annual return | 17.54% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $3,029 | $3,463-12.5% | $4,693-35.5% | $2,241+35.2% |
| Participant deferral / active EE | $7,113 | $6,709+6.0% | $7,997-11.0% | $3,767+88.8% |
| Admin fee / account holder | $16,388 | $2,767+492.3% | $13,435+22.0% | $2,969+452.0% |