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 | $55,598 | $81,460-31.7% | $103,333-46.2% | $80,856-31.2% |
| Participation rate | 97.0% | 66.8%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | 12.11% | 25.55%-13.4pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,904 | $3,105-38.7% | $3,868-50.8% | $2,755-30.9% |
| Participant deferral / active EE | $3,229 | $3,869-16.5% | $5,057-36.2% | $4,296-24.8% |
| Admin fee / account holder | $8,331 | $6,566+26.9% | $8,355-0.3% | $6,918+20.4% |