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 | $61,378 | $123,793-50.4% | $177,821-65.5% | $79,858-23.1% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 14.43% | 22.82%-8.4pp | 48.32%-33.9pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,924 | $4,095-28.6% | $5,918-50.6% | $2,471+18.4% |
| Participant deferral / active EE | $3,805 | $5,956-36.1% | $7,714-50.7% | $3,740+1.7% |
| Admin fee / account holder | $6,275 | $7,243-13.4% | $12,427-49.5% | $5,306+18.3% |