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 | $70,512 | $93,571-24.6% | $135,903-48.1% | $75,163-6.2% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 19.92% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,291 | $3,537-63.5% | $4,856-73.4% | $2,670-51.6% |
| Participant deferral / active EE | $6,123 | $6,404-4.4% | $7,758-21.1% | $4,125+48.4% |
| Admin fee / account holder | $5,761 | $6,975-17.4% | $10,762-46.5% | $5,651+2.0% |