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 | $80,972 | $59,839+35.3% | $81,983-1.2% | $79,858+1.4% |
| Participation rate | 85.4% | 61.6%+23.7pp | 69.2%+16.1pp | 69.6%+15.7pp |
| Annual return | 12.29% | 17.56%-5.3pp | 41.31%-29.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,465 | $1,713-14.5% | $2,498-41.3% | $2,471-40.7% |
| Participant deferral / active EE | $2,609 | $2,695-3.2% | $3,722-29.9% | $3,740-30.2% |
| Admin fee / account holder | $3,325 | $4,287-22.4% | $5,664-41.3% | $5,306-37.3% |