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 | $63,793 | $84,233-24.3% | $170,442-62.6% | $70,131-9.0% |
| Participation rate | 71.7% | 70.8%+0.8pp | 83.6%-11.9pp | 69.5%+2.1pp |
| Annual return | 17.14% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,100 | $3,387-67.5% | $5,433-79.8% | $2,342-53.0% |
| Participant deferral / active EE | $4,665 | $3,086+51.2% | $4,939-5.6% | $3,332+40.0% |
| Admin fee / account holder | $1,046 | $5,698-81.6% | $13,880-92.5% | $4,645-77.5% |