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 | $103,468 | $148,978-30.5% | $200,582-48.4% | $84,808+22.0% |
| Participation rate | 97.3% | 84.2%+13.1pp | 86.9%+10.4pp | 68.3%+29.0pp |
| Annual return | 18.63% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,394 | $4,815-50.3% | $6,419-62.7% | $2,631-9.0% |
| Participant deferral / active EE | $4,175 | $7,142-41.5% | $9,331-55.3% | $4,212-0.9% |
| Admin fee / account holder | $3,226 | $13,977-76.9% | $16,305-80.2% | $7,344-56.1% |