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 | $77,814 | $84,233-7.6% | $170,442-54.3% | $70,131+11.0% |
| Participation rate | 70.3% | 70.8%-0.5pp | 83.6%-13.3pp | 69.5%+0.8pp |
| Annual return | 16.41% | 23.06%-6.7pp | 205.93%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,563 | $3,387-53.8% | $5,433-71.2% | $2,342-33.3% |
| Participant deferral / active EE | $2,843 | $3,086-7.9% | $4,939-42.4% | $3,332-14.7% |
| Admin fee / account holder | $524 | $5,698-90.8% | $13,880-96.2% | $4,645-88.7% |