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 | $66,442 | $81,248-18.2% | $155,509-57.3% | $80,856-17.8% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 13.89% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,994 | $3,100-35.7% | $4,672-57.3% | $2,755-27.6% |
| Participant deferral / active EE | $3,515 | $3,452+1.8% | $5,626-37.5% | $4,296-18.2% |
| Admin fee / account holder | $17,313 | $7,997+116.5% | $15,912+8.8% | $6,918+150.3% |