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 | $73,471 | $87,013-15.6% | $106,213-30.8% | $80,856-9.1% |
| Participation rate | 87.5% | 70.4%+17.1pp | 75.3%+12.2pp | 67.6%+19.9pp |
| Annual return | 11.71% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,222 | $2,395-49.0% | $3,171-61.5% | $2,755-55.6% |
| Participant deferral / active EE | $4,491 | $3,986+12.7% | $5,016-10.5% | $4,296+4.5% |
| Admin fee / account holder | $4,076 | $8,431-51.7% | $11,033-63.1% | $6,918-41.1% |