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 | $56,004 | $79,944-29.9% | $98,439-43.1% | $75,163-25.5% |
| Participation rate | 85.4% | 70.4%+15.0pp | 75.2%+10.2pp | 67.2%+18.2pp |
| Annual return | 22.80% | 19.75%+3.1pp | 21.16%+1.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,677 | $2,264-25.9% | $3,048-45.0% | $2,670-37.2% |
| Participant deferral / active EE | $5,758 | $3,752+53.5% | $4,738+21.5% | $4,125+39.6% |
| Admin fee / account holder | $2,773 | $6,840-59.5% | $8,948-69.0% | $5,651-50.9% |