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 | $67,645 | $124,281-45.6% | $109,143-38.0% | $167,490-59.6% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 11.52% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,034 | $4,207-75.4% | $3,722-72.2% | $4,837-78.6% |
| Participant deferral / active EE | $3,230 | $5,255-38.5% | $4,653-30.6% | $6,341-49.1% |
| Admin fee / account holder | $1,360 | $7,970-82.9% | $6,752-79.9% | $12,309-88.9% |