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 | $69,134 | $93,571-26.1% | $135,903-49.1% | $75,163-8.0% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 17.58% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,447 | $3,537-30.8% | $4,856-49.6% | $2,670-8.4% |
| Participant deferral / active EE | $7,105 | $6,404+10.9% | $7,758-8.4% | $4,125+72.2% |
| Admin fee / account holder | $2,507 | $6,975-64.1% | $10,762-76.7% | $5,651-55.6% |