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 | $52,770 | $81,248-35.1% | $155,509-66.1% | $80,856-34.7% |
| Participation rate | 73.1% | 66.2%+6.9pp | 78.2%-5.1pp | 67.6%+5.5pp |
| Annual return | 11.45% | 33.31%-21.9pp | 64.67%-53.2pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,983 | $3,100-36.0% | $4,672-57.6% | $2,755-28.0% |
| Participant deferral / active EE | $1,747 | $3,452-49.4% | $5,626-68.9% | $4,296-59.3% |
| Admin fee / account holder | $8,567 | $7,997+7.1% | $15,912-46.2% | $6,918+23.8% |