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 | $78,125 | $148,978-47.6% | $200,582-61.1% | $84,808-7.9% |
| Participation rate | 90.2% | 84.2%+6.0pp | 86.9%+3.4pp | 68.3%+21.9pp |
| Annual return | 16.21% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,284 | $4,815-52.6% | $6,419-64.4% | $2,631-13.2% |
| Participant deferral / active EE | $7,404 | $7,142+3.7% | $9,331-20.7% | $4,212+75.8% |
| Admin fee / account holder | $6,807 | $13,977-51.3% | $16,305-58.3% | $7,344-7.3% |