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 | $66,776 | $101,724-34.4% | $164,813-59.5% | $80,856-17.4% |
| Participation rate | 72.4% | 71.8%+0.6pp | 78.6%-6.2pp | 67.6%+4.8pp |
| Annual return | 11.03% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,095 | $2,953+4.8% | $4,341-28.7% | $2,755+12.3% |
| Participant deferral / active EE | $3,821 | $4,477-14.7% | $6,031-36.7% | $4,296-11.1% |
| Admin fee / account holder | $22,325 | $8,227+171.3% | $12,690+75.9% | $6,918+222.7% |