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 | $69,121 | $81,460-15.1% | $103,333-33.1% | $80,856-14.5% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.8pp | 67.6%+26.6pp |
| Annual return | 12.24% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,191 | $3,105+2.8% | $3,868-17.5% | $2,755+15.8% |
| Participant deferral / active EE | $4,486 | $3,869+15.9% | $5,057-11.3% | $4,296+4.4% |
| Admin fee / account holder | $3,527 | $6,566-46.3% | $8,355-57.8% | $6,918-49.0% |