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 | $82,219 | $93,571-12.1% | $135,903-39.5% | $75,163+9.4% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 16.48% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,893 | $3,537-46.5% | $4,856-61.0% | $2,670-29.1% |
| Participant deferral / active EE | $3,854 | $6,404-39.8% | $7,758-50.3% | $4,125-6.6% |
| Admin fee / account holder | $1,204 | $6,975-82.7% | $10,762-88.8% | $5,651-78.7% |