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 | $66,771 | $101,724-34.4% | $164,813-59.5% | $80,856-17.4% |
| Participation rate | 83.7% | 71.8%+11.9pp | 78.6%+5.1pp | 67.6%+16.1pp |
| Annual return | 11.38% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,374 | $2,953-19.6% | $4,341-45.3% | $2,755-13.8% |
| Participant deferral / active EE | $3,396 | $4,477-24.1% | $6,031-43.7% | $4,296-20.9% |
| Admin fee / account holder | $3,499 | $8,227-57.5% | $12,690-72.4% | $6,918-49.4% |