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 | $53,224 | $123,793-57.0% | $177,821-70.1% | $79,858-33.4% |
| Participation rate | 91.4% | 84.7%+6.7pp | 87.7%+3.7pp | 69.6%+21.7pp |
| Annual return | 15.09% | 22.82%-7.7pp | 48.32%-33.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,716 | $4,095-33.7% | $5,918-54.1% | $2,471+9.9% |
| Participant deferral / active EE | $3,072 | $5,956-48.4% | $7,714-60.2% | $3,740-17.8% |
| Admin fee / account holder | $2,019 | $7,243-72.1% | $12,427-83.8% | $5,306-62.0% |