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 | $54,334 | $86,944-37.5% | $107,525-49.5% | $74,304-26.9% |
| Participation rate | 84.0% | 59.6%+24.4pp | 75.1%+8.9pp | 60.3%+23.7pp |
| Annual return | 14.83% | 23.52%-8.7pp | 181.32%-166.5pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,560 | $2,757-43.4% | $3,754-58.4% | $2,241-30.4% |
| Participant deferral / active EE | $3,405 | $3,554-4.2% | $5,116-33.4% | $3,767-9.6% |
| Admin fee / account holder | $2,888 | $3,727-22.5% | $8,919-67.6% | $2,969-2.7% |