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 | $74,467 | $95,803-22.3% | $113,168-34.2% | $84,808-12.2% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 54.67% | 25.00%+29.7pp | 24.27%+30.4pp | 40.90%+13.8pp |
| Employer contribution / active EE | $1,543 | $2,360-34.6% | $2,975-48.1% | $2,631-41.3% |
| Participant deferral / active EE | $4,098 | $4,242-3.4% | $5,107-19.8% | $4,212-2.7% |
| Admin fee / account holder | $5,927 | $8,989-34.1% | $12,068-50.9% | $7,344-19.3% |