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 | $77,118 | $91,552-15.8% | $133,956-42.4% | $79,858-3.4% |
| Participation rate | 87.0% | 73.3%+13.6pp | 79.8%+7.1pp | 69.6%+17.3pp |
| Annual return | 16.66% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,803 | $2,384-24.4% | $3,919-54.0% | $2,471-27.0% |
| Participant deferral / active EE | $7,916 | $3,733+112.0% | $5,048+56.8% | $3,740+111.7% |
| Admin fee / account holder | $7,862 | $6,321+24.4% | $8,927-11.9% | $5,306+48.2% |