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 | $63,261 | $76,407-17.2% | $150,298-57.9% | $82,448-23.3% |
| Participation rate | 98.1% | 66.4%+31.7pp | 77.8%+20.3pp | 68.1%+30.0pp |
| Annual return | 16.26% | 39.99%-23.7pp | 62.79%-46.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,854 | $2,614+47.4% | $4,154-7.2% | $2,551+51.1% |
| Participant deferral / active EE | $8,341 | $3,214+159.5% | $5,453+53.0% | $4,139+101.5% |
| Admin fee / account holder | $6,734 | $6,352+6.0% | $14,116-52.3% | $7,234-6.9% |