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 | $68,486 | $81,248-15.7% | $155,509-56.0% | $80,856-15.3% |
| Participation rate | 90.4% | 66.2%+24.1pp | 78.2%+12.2pp | 67.6%+22.7pp |
| Annual return | 16.64% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,158 | $3,100-30.4% | $4,672-53.8% | $2,755-21.7% |
| Participant deferral / active EE | $4,436 | $3,452+28.5% | $5,626-21.1% | $4,296+3.3% |
| Admin fee / account holder | $1,359 | $7,997-83.0% | $15,912-91.5% | $6,918-80.3% |