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 | $59,479 | $81,248-26.8% | $155,509-61.8% | $80,856-26.4% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 12.69% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,038 | $3,100-2.0% | $4,672-35.0% | $2,755+10.3% |
| Participant deferral / active EE | $6,458 | $3,452+87.1% | $5,626+14.8% | $4,296+50.3% |
| Admin fee / account holder | $894 | $7,997-88.8% | $15,912-94.4% | $6,918-87.1% |