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 | $69,304 | $109,359-36.6% | $162,163-57.3% | $72,985-5.0% |
| Participation rate | 85.7% | 84.3%+1.5pp | 87.6%-1.8pp | 69.5%+16.2pp |
| Annual return | 18.80% | 25.46%-6.7pp | 115.59%-96.8pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,912 | $3,907-51.1% | $5,614-65.9% | $2,440-21.6% |
| Participant deferral / active EE | $2,587 | $5,481-52.8% | $7,298-64.5% | $3,607-28.3% |
| Admin fee / account holder | $1,244 | $7,972-84.4% | $10,843-88.5% | $5,124-75.7% |