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 | $69,689 | $138,347-49.6% | $184,203-62.2% | $80,856-13.8% |
| Participation rate | 78.0% | 83.9%-5.8pp | 86.8%-8.8pp | 67.6%+10.4pp |
| Annual return | 13.11% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,798 | $4,850-42.3% | $6,427-56.5% | $2,755+1.6% |
| Participant deferral / active EE | $3,557 | $7,071-49.7% | $9,131-61.1% | $4,296-17.2% |
| Admin fee / account holder | $10,006 | $10,483-4.6% | $13,901-28.0% | $6,918+44.6% |