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 | $63,319 | $95,266-33.5% | $82,389-23.1% | $142,382-55.5% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.5%+12.3pp | 80.1%+1.7pp |
| Annual return | 13.31% | 25.74%-12.4pp | 28.67%-15.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,904 | $2,991-36.4% | $2,517-24.4% | $4,299-55.7% |
| Participant deferral / active EE | $4,355 | $4,809-9.4% | $4,155+4.8% | $6,507-33.1% |
| Admin fee / account holder | $846 | $8,563-90.1% | $7,231-88.3% | $12,624-93.3% |