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 | $63,447 | $81,460-22.1% | $103,333-38.6% | $80,856-21.5% |
| Participation rate | 94.8% | 66.8%+28.0pp | 74.5%+20.3pp | 67.6%+27.2pp |
| Annual return | 18.79% | 25.55%-6.8pp | 24.88%-6.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,556 | $3,105-49.9% | $3,868-59.8% | $2,755-43.5% |
| Participant deferral / active EE | $3,401 | $3,869-12.1% | $5,057-32.7% | $4,296-20.8% |
| Admin fee / account holder | $1,365 | $6,566-79.2% | $8,355-83.7% | $6,918-80.3% |