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 | $56,052 | $109,413-48.8% | $156,263-64.1% | $84,808-33.9% |
| Participation rate | 88.1% | 72.7%+15.4pp | 78.9%+9.2pp | 68.3%+19.8pp |
| Annual return | 16.81% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,160 | $2,907-25.7% | $4,333-50.2% | $2,631-17.9% |
| Participant deferral / active EE | $3,208 | $4,590-30.1% | $6,158-47.9% | $4,212-23.8% |
| Admin fee / account holder | $4,849 | $9,357-48.2% | $14,255-66.0% | $7,344-34.0% |