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 | $70,049 | $138,347-49.4% | $184,203-62.0% | $80,856-13.4% |
| Participation rate | 96.9% | 83.9%+13.1pp | 86.8%+10.1pp | 67.6%+29.3pp |
| Annual return | 12.49% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,099 | $4,850-36.1% | $6,427-51.8% | $2,755+12.5% |
| Participant deferral / active EE | $4,154 | $7,071-41.3% | $9,131-54.5% | $4,296-3.3% |
| Admin fee / account holder | $6,863 | $10,483-34.5% | $13,901-50.6% | $6,918-0.8% |