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 | $60,590 | $70,428-14.0% | $96,562-37.3% | $85,850-29.4% |
| Participation rate | 78.0% | 61.8%+16.2pp | 69.8%+8.2pp | 69.3%+8.7pp |
| Annual return | 11.43% | 18.59%-7.2pp | 37.78%-26.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,674 | $1,413+18.5% | $2,356-29.0% | $2,565-34.7% |
| Participant deferral / active EE | $2,946 | $2,894+1.8% | $3,849-23.4% | $3,952-25.4% |
| Admin fee / account holder | $9,592 | $4,997+92.0% | $6,181+55.2% | $6,260+53.2% |