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 | $92,868 | $117,983-21.3% | $101,794-8.8% | $142,382-34.8% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.2%+17.2pp | 80.1%+6.2pp |
| Annual return | 14.10% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,328 | $2,773-52.1% | $2,289-42.0% | $4,299-69.1% |
| Participant deferral / active EE | $2,726 | $4,714-42.2% | $4,084-33.3% | $6,507-58.1% |
| Admin fee / account holder | $3,642 | $10,433-65.1% | $8,777-58.5% | $12,624-71.2% |