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 | $56,984 | $94,625-39.8% | $116,228-51.0% | $84,808-32.8% |
| Participation rate | 73.1% | 70.4%+2.6pp | 74.6%-1.5pp | 68.3%+4.8pp |
| Annual return | 18.99% | 20.40%-1.4pp | 90.06%-71.1pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,673 | $2,347-28.7% | $2,994-44.1% | $2,631-36.4% |
| Participant deferral / active EE | $3,251 | $3,972-18.2% | $4,953-34.4% | $4,212-22.8% |
| Admin fee / account holder | $2,635 | $10,091-73.9% | $11,989-78.0% | $7,344-64.1% |