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 | $64,920 | $86,944-25.3% | $107,525-39.6% | $74,304-12.6% |
| Participation rate | 72.6% | 59.6%+13.0pp | 75.1%-2.5pp | 60.3%+12.2pp |
| Annual return | 19.63% | 23.52%-3.9pp | 181.32%-161.7pp | 29.43%-9.8pp |
| Employer contribution / active EE | $1,472 | $2,757-46.6% | $3,754-60.8% | $2,241-34.3% |
| Participant deferral / active EE | $4,113 | $3,554+15.7% | $5,116-19.6% | $3,767+9.2% |
| Admin fee / account holder | $3,177 | $3,727-14.7% | $8,919-64.4% | $2,969+7.0% |