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 | $54,277 | $77,634-30.1% | $156,549-65.3% | $62,891-13.7% |
| Participation rate | 77.5% | 71.2%+6.3pp | 84.0%-6.5pp | 69.3%+8.2pp |
| Annual return | 24.00% | 50.32%-26.3pp | 32.23%-8.2pp | 20.14%+3.9pp |
| Employer contribution / active EE | $2,367 | $3,444-31.3% | $5,501-57.0% | $2,281+3.8% |
| Participant deferral / active EE | $4,499 | $3,045+47.7% | $4,871-7.6% | $3,203+40.5% |
| Admin fee / account holder | $2,404 | $5,561-56.8% | $13,027-81.5% | $4,296-44.0% |