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 | $67,255 | $123,793-45.7% | $177,821-62.2% | $79,858-15.8% |
| Participation rate | 97.2% | 84.7%+12.6pp | 87.7%+9.5pp | 69.6%+27.6pp |
| Annual return | 11.28% | 22.82%-11.5pp | 48.32%-37.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,725 | $4,095-33.5% | $5,918-54.0% | $2,471+10.3% |
| Participant deferral / active EE | $4,837 | $5,956-18.8% | $7,714-37.3% | $3,740+29.3% |
| Admin fee / account holder | $17,027 | $7,243+135.1% | $12,427+37.0% | $5,306+220.9% |