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 | $66,906 | $98,750-32.2% | $149,696-55.3% | $79,858-16.2% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.5%+4.8pp | 69.6%+17.6pp |
| Annual return | 16.01% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,295 | $3,216+2.4% | $4,644-29.1% | $2,471+33.4% |
| Participant deferral / active EE | $4,698 | $5,680-17.3% | $6,842-31.3% | $3,740+25.6% |
| Admin fee / account holder | $1,578 | $6,053-73.9% | $9,309-83.0% | $5,306-70.3% |