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 | $70,167 | $80,717-13.1% | $154,803-54.7% | $84,808-17.3% |
| Participation rate | 92.7% | 66.8%+25.9pp | 78.1%+14.6pp | 68.3%+24.4pp |
| Annual return | 13.35% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,808 | $2,761-34.5% | $4,305-58.0% | $2,631-31.3% |
| Participant deferral / active EE | $3,323 | $3,303+0.6% | $5,540-40.0% | $4,212-21.1% |
| Admin fee / account holder | $9,013 | $6,746+33.6% | $14,329-37.1% | $7,344+22.7% |