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 | $72,541 | $89,753-19.2% | $107,525-32.5% | $84,808-14.5% |
| Participation rate | 74.4% | 68.1%+6.3pp | 75.1%-0.7pp | 68.3%+6.0pp |
| Annual return | 14.14% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,115 | $3,113-64.2% | $3,754-70.3% | $2,631-57.6% |
| Participant deferral / active EE | $4,372 | $4,056+7.8% | $5,116-14.5% | $4,212+3.8% |
| Admin fee / account holder | $7,982 | $7,222+10.5% | $8,919-10.5% | $7,344+8.7% |