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 | $61,636 | $95,803-35.7% | $113,168-45.5% | $84,808-27.3% |
| Participation rate | 78.8% | 72.9%+5.9pp | 76.6%+2.2pp | 68.3%+10.4pp |
| Annual return | 20.39% | 25.00%-4.6pp | 24.27%-3.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,160 | $2,360-50.9% | $2,975-61.0% | $2,631-55.9% |
| Participant deferral / active EE | $2,829 | $4,242-33.3% | $5,107-44.6% | $4,212-32.8% |
| Admin fee / account holder | $2,028 | $8,989-77.4% | $12,068-83.2% | $7,344-72.4% |