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 | $28,996 | $81,248-64.3% | $155,509-81.4% | $80,856-64.1% |
| Participation rate | 97.5% | 66.2%+31.3pp | 78.2%+19.3pp | 67.6%+29.9pp |
| Annual return | 13.17% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,851 | $3,100-40.3% | $4,672-60.4% | $2,755-32.8% |
| Participant deferral / active EE | $2,685 | $3,452-22.2% | $5,626-52.3% | $4,296-37.5% |
| Admin fee / account holder | $2,893 | $7,997-63.8% | $15,912-81.8% | $6,918-58.2% |