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 | $71,740 | $81,248-11.7% | $155,509-53.9% | $80,856-11.3% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 14.70% | 33.31%-18.6pp | 64.67%-50.0pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,680 | $3,100+18.7% | $4,672-21.2% | $2,755+33.6% |
| Participant deferral / active EE | $2,617 | $3,452-24.2% | $5,626-53.5% | $4,296-39.1% |
| Admin fee / account holder | $2,310 | $7,997-71.1% | $15,912-85.5% | $6,918-66.6% |