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 | $62,573 | $77,899-19.7% | $149,673-58.2% | $75,163-16.8% |
| Participation rate | 71.0% | 65.6%+5.4pp | 78.8%-7.8pp | 67.2%+3.8pp |
| Annual return | 15.53% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,696 | $3,137-45.9% | $4,818-64.8% | $2,670-36.5% |
| Participant deferral / active EE | $4,116 | $3,411+20.7% | $5,680-27.5% | $4,125-0.2% |
| Admin fee / account holder | $3,178 | $5,956-46.6% | $13,210-75.9% | $5,651-43.8% |