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 | $63,171 | $91,037-30.6% | $71,671-11.9% | $147,584-57.2% |
| Participation rate | 81.3% | 76.1%+5.1pp | 68.7%+12.5pp | 82.8%-1.6pp |
| Annual return | 14.97% | 20.48%-5.5pp | 20.65%-5.7pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,039 | $3,327-38.7% | $2,460-17.1% | $4,876-58.2% |
| Participant deferral / active EE | $3,583 | $4,498-20.3% | $3,438+4.2% | $5,439-34.1% |
| Admin fee / account holder | $9,882 | $8,613+14.7% | $5,558+77.8% | $10,885-9.2% |