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 | $78,162 | $81,248-3.8% | $155,509-49.7% | $80,856-3.3% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 12.64% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,167 | $3,100+34.4% | $4,672-10.8% | $2,755+51.2% |
| Participant deferral / active EE | $2,352 | $3,452-31.9% | $5,626-58.2% | $4,296-45.3% |
| Admin fee / account holder | $1,892 | $7,997-76.3% | $15,912-88.1% | $6,918-72.7% |