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 | $67,095 | $77,899-13.9% | $149,673-55.2% | $75,163-10.7% |
| Participation rate | 94.6% | 65.6%+29.1pp | 78.8%+15.9pp | 67.2%+27.5pp |
| Annual return | 20.69% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,806 | $3,137-10.6% | $4,818-41.8% | $2,670+5.1% |
| Participant deferral / active EE | $2,089 | $3,411-38.8% | $5,680-63.2% | $4,125-49.4% |
| Admin fee / account holder | $12,059 | $5,956+102.4% | $13,210-8.7% | $5,651+113.4% |