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 | $69,807 | $95,803-27.1% | $113,168-38.3% | $84,808-17.7% |
| Participation rate | 74.2% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.9pp |
| Annual return | 17.05% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,029 | $2,360+28.3% | $2,975+1.8% | $2,631+15.1% |
| Participant deferral / active EE | $5,985 | $4,242+41.1% | $5,107+17.2% | $4,212+42.1% |
| Admin fee / account holder | $2,753 | $8,989-69.4% | $12,068-77.2% | $7,344-62.5% |