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 | $64,637 | $78,422-17.6% | $95,952-32.6% | $79,858-19.1% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 13.24% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,664 | $1,945-14.4% | $2,541-34.5% | $2,471-32.6% |
| Participant deferral / active EE | $2,413 | $3,440-29.8% | $4,167-42.1% | $3,740-35.5% |
| Admin fee / account holder | $1,425 | $5,622-74.7% | $6,795-79.0% | $5,306-73.1% |