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 | $50,944 | $57,065-10.7% | $75,670-32.7% | $70,131-27.4% |
| Participation rate | 81.1% | 68.1%+13.0pp | 72.3%+8.8pp | 69.5%+11.6pp |
| Annual return | 15.91% | 23.57%-7.7pp | 27.34%-11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,420 | $1,817-21.8% | $2,352-39.6% | $2,342-39.4% |
| Participant deferral / active EE | $2,526 | $2,580-2.1% | $3,142-19.6% | $3,332-24.2% |
| Admin fee / account holder | $4,650 | $3,825+21.6% | $5,800-19.8% | $4,645+0.1% |