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 | $123,290 | $95,803+28.7% | $113,168+8.9% | $84,808+45.4% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 18.13% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,479 | $2,360-37.3% | $2,975-50.3% | $2,631-43.8% |
| Participant deferral / active EE | $3,915 | $4,242-7.7% | $5,107-23.3% | $4,212-7.0% |
| Admin fee / account holder | $2,593 | $8,989-71.2% | $12,068-78.5% | $7,344-64.7% |