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 | $67,232 | $98,750-31.9% | $149,696-55.1% | $79,858-15.8% |
| Participation rate | 77.1% | 75.8%+1.4pp | 82.5%-5.3pp | 69.6%+7.5pp |
| Annual return | 15.17% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,621 | $3,216+12.6% | $4,644-22.0% | $2,471+46.5% |
| Participant deferral / active EE | $8,273 | $5,680+45.6% | $6,842+20.9% | $3,740+121.2% |
| Admin fee / account holder | $11,549 | $6,053+90.8% | $9,309+24.1% | $5,306+117.6% |