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 | $67,322 | $76,407-11.9% | $150,298-55.2% | $82,448-18.3% |
| Participation rate | 96.4% | 66.4%+30.0pp | 77.8%+18.7pp | 68.1%+28.4pp |
| Annual return | 14.84% | 39.99%-25.2pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,586 | $2,614-39.3% | $4,154-61.8% | $2,551-37.8% |
| Participant deferral / active EE | $4,302 | $3,214+33.9% | $5,453-21.1% | $4,139+3.9% |
| Admin fee / account holder | $4,419 | $6,352-30.4% | $14,116-68.7% | $7,234-38.9% |