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 | $68,636 | $114,381-40.0% | $107,525-36.2% | $142,382-51.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 12.52% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,237 | $4,015-44.3% | $3,754-40.4% | $4,299-48.0% |
| Participant deferral / active EE | $2,845 | $5,564-48.9% | $5,116-44.4% | $6,507-56.3% |
| Admin fee / account holder | $9,098 | $9,860-7.7% | $8,919+2.0% | $12,624-27.9% |