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 | $66,039 | $81,248-18.7% | $155,509-57.5% | $80,856-18.3% |
| Participation rate | 78.3% | 66.2%+12.1pp | 78.2%+0.1pp | 67.6%+10.7pp |
| Annual return | 13.59% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,687 | $3,100-13.3% | $4,672-42.5% | $2,755-2.5% |
| Participant deferral / active EE | $4,058 | $3,452+17.6% | $5,626-27.9% | $4,296-5.5% |
| Admin fee / account holder | $4,813 | $7,997-39.8% | $15,912-69.7% | $6,918-30.4% |