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 | $15,648 | $53,018-70.5% | $70,014-77.7% | $62,891-75.1% |
| Participation rate | 78.1% | 67.2%+10.9pp | 71.8%+6.3pp | 69.3%+8.8pp |
| Annual return | 64.52% | 13.35%+51.2pp | 12.99%+51.5pp | 20.14%+44.4pp |
| Employer contribution / active EE | $1,479 | $1,799-17.8% | $2,338-36.8% | $2,281-35.2% |
| Participant deferral / active EE | $2,538 | $2,395+6.0% | $2,931-13.4% | $3,203-20.8% |
| Admin fee / account holder | $1,287 | $3,690-65.1% | $4,380-70.6% | $4,296-70.0% |