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 | $61,698 | $86,286-28.5% | $111,297-44.6% | $85,850-28.1% |
| Participation rate | 80.8% | 73.3%+7.4pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 15.22% | 19.99%-4.8pp | 54.65%-39.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,113 | $2,043-45.5% | $2,731-59.3% | $2,565-56.6% |
| Participant deferral / active EE | $4,024 | $3,641+10.5% | $4,487-10.3% | $3,952+1.8% |
| Admin fee / account holder | $2,111 | $8,188-74.2% | $7,964-73.5% | $6,260-66.3% |