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 | $56,727 | $63,764-11.0% | $81,930-30.8% | $79,858-29.0% |
| Participation rate | 73.7% | 67.5%+6.2pp | 72.0%+1.7pp | 69.6%+4.1pp |
| Annual return | 13.42% | 22.66%-9.2pp | 29.49%-16.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,666 | $1,795+48.5% | $4,310-38.1% | $2,471+7.9% |
| Participant deferral / active EE | $4,308 | $2,780+54.9% | $7,107-39.4% | $3,740+15.2% |
| Admin fee / account holder | $6,326 | $4,426+42.9% | $5,158+22.6% | $5,306+19.2% |