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 | $72,465 | $81,248-10.8% | $155,509-53.4% | $80,856-10.4% |
| Participation rate | 84.4% | 66.2%+18.1pp | 78.2%+6.2pp | 67.6%+16.7pp |
| Annual return | 24.06% | 33.31%-9.2pp | 64.67%-40.6pp | 35.59%-11.5pp |
| Employer contribution / active EE | $1,293 | $3,100-58.3% | $4,672-72.3% | $2,755-53.1% |
| Participant deferral / active EE | $1,724 | $3,452-50.0% | $5,626-69.4% | $4,296-59.9% |
| Admin fee / account holder | $959 | $7,997-88.0% | $15,912-94.0% | $6,918-86.1% |