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 | $67,925 | $102,966-34.0% | $90,281-24.8% | $152,861-55.6% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 14.52% | 95.16%-80.6pp | 78.10%-63.6pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,806 | $3,139-10.6% | $2,854-1.7% | $4,762-41.1% |
| Participant deferral / active EE | $6,717 | $4,281+56.9% | $3,885+72.9% | $5,850+14.8% |
| Admin fee / account holder | $6,543 | $6,171+6.0% | $5,351+22.3% | $11,596-43.6% |