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 | $66,029 | $81,248-18.7% | $155,509-57.5% | $80,856-18.3% |
| Participation rate | 91.9% | 66.2%+25.7pp | 78.2%+13.7pp | 67.6%+24.3pp |
| Annual return | 14.57% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,785 | $3,100-10.2% | $4,672-40.4% | $2,755+1.1% |
| Participant deferral / active EE | $1,965 | $3,452-43.1% | $5,626-65.1% | $4,296-54.3% |
| Admin fee / account holder | $8,913 | $7,997+11.5% | $15,912-44.0% | $6,918+28.8% |