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 | $54,378 | $99,985-45.6% | $146,665-62.9% | $85,850-36.7% |
| Participation rate | 82.4% | 73.1%+9.4pp | 80.1%+2.4pp | 69.3%+13.1pp |
| Annual return | 12.07% | 18.93%-6.9pp | 22.74%-10.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,164 | $2,559+23.6% | $4,136-23.5% | $2,565+23.3% |
| Participant deferral / active EE | $4,736 | $4,006+18.2% | $5,506-14.0% | $3,952+19.9% |
| Admin fee / account holder | $1,945 | $7,702-74.7% | $10,280-81.1% | $6,260-68.9% |