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 | $27,442 | $81,248-66.2% | $155,509-82.4% | $80,856-66.1% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 18.82% | 33.31%-14.5pp | 64.67%-45.9pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,104 | $3,100-64.4% | $4,672-76.4% | $2,755-59.9% |
| Participant deferral / active EE | $3,925 | $3,452+13.7% | $5,626-30.2% | $4,296-8.6% |
| Admin fee / account holder | $3,001 | $7,997-62.5% | $15,912-81.1% | $6,918-56.6% |