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 | $57,080 | $77,899-26.7% | $149,673-61.9% | $75,163-24.1% |
| Participation rate | 87.0% | 65.6%+21.4pp | 78.8%+8.2pp | 67.2%+19.8pp |
| Annual return | 20.31% | 31.72%-11.4pp | 134.42%-114.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,743 | $3,137-12.6% | $4,818-43.1% | $2,670+2.7% |
| Participant deferral / active EE | $3,261 | $3,411-4.4% | $5,680-42.6% | $4,125-20.9% |
| Admin fee / account holder | $2,115 | $5,956-64.5% | $13,210-84.0% | $5,651-62.6% |