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 | $66,160 | $86,286-23.3% | $111,297-40.6% | $85,850-22.9% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 16.65% | 19.99%-3.3pp | 54.65%-38.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,601 | $2,043+27.3% | $2,731-4.7% | $2,565+1.4% |
| Participant deferral / active EE | $4,657 | $3,641+27.9% | $4,487+3.8% | $3,952+17.9% |
| Admin fee / account holder | $11,523 | $8,188+40.7% | $7,964+44.7% | $6,260+84.1% |