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 | $74,508 | $91,552-18.6% | $133,956-44.4% | $79,858-6.7% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+26.0pp |
| Annual return | 15.77% | 61.85%-46.1pp | 45.09%-29.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,745 | $2,384-26.8% | $3,919-55.5% | $2,471-29.4% |
| Participant deferral / active EE | $3,551 | $3,733-4.9% | $5,048-29.6% | $3,740-5.1% |
| Admin fee / account holder | $5,678 | $6,321-10.2% | $8,927-36.4% | $5,306+7.0% |