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 | $64,806 | $109,881-41.0% | $150,045-56.8% | $84,808-23.6% |
| Participation rate | 96.5% | 76.1%+20.4pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 15.81% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,576 | $3,561-27.7% | $4,693-45.1% | $2,631-2.1% |
| Participant deferral / active EE | $4,742 | $6,636-28.5% | $7,997-40.7% | $4,212+12.6% |
| Admin fee / account holder | $3,301 | $8,568-61.5% | $13,435-75.4% | $7,344-55.1% |