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 | $79,846 | $138,347-42.3% | $184,203-56.7% | $80,856-1.3% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 12.19% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,115 | $4,850-35.8% | $6,427-51.5% | $2,755+13.1% |
| Participant deferral / active EE | $7,383 | $7,071+4.4% | $9,131-19.2% | $4,296+71.9% |
| Admin fee / account holder | $5,390 | $10,483-48.6% | $13,901-61.2% | $6,918-22.1% |