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 | $59,327 | $77,314-23.3% | $177,989-66.7% | $80,856-26.6% |
| Participation rate | 92.3% | 65.7%+26.6pp | 77.1%+15.2pp | 67.6%+24.7pp |
| Annual return | 11.86% | 18.09%-6.2pp | 294.48%-282.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,971 | $2,292-14.0% | $3,949-50.1% | $2,755-28.5% |
| Participant deferral / active EE | $4,662 | $4,411+5.7% | $6,276-25.7% | $4,296+8.5% |
| Admin fee / account holder | $1,145 | $7,191-84.1% | $10,363-89.0% | $6,918-83.5% |