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 | $60,531 | $101,763-40.5% | $164,866-63.3% | $80,874-25.2% |
| Participation rate | 73.0% | 71.8%+1.2pp | 78.6%-5.6pp | 67.6%+5.3pp |
| Annual return | 23.23% | 16.73%+6.5pp | 69.97%-46.7pp | 35.62%-12.4pp |
| Employer contribution / active EE | $1,998 | $2,954-32.4% | $4,343-54.0% | $2,756-27.5% |
| Participant deferral / active EE | $4,081 | $4,477-8.8% | $6,033-32.4% | $4,297-5.0% |
| Admin fee / account holder | $8,291 | $8,228+0.8% | $12,689-34.7% | $6,935+19.6% |