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 | $55,395 | $81,460-32.0% | $103,333-46.4% | $80,856-31.5% |
| Participation rate | 85.0% | 66.8%+18.2pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 13.90% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,708 | $3,105-12.8% | $3,868-30.0% | $2,755-1.7% |
| Participant deferral / active EE | $4,478 | $3,869+15.8% | $5,057-11.5% | $4,296+4.2% |
| Admin fee / account holder | $2,738 | $6,566-58.3% | $8,355-67.2% | $6,918-60.4% |