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 | $27,466 | $76,552-64.1% | $123,892-77.8% | $62,891-56.3% |
| Participation rate | 83.0% | 73.0%+10.0pp | 81.4%+1.6pp | 69.3%+13.7pp |
| Annual return | 8.93% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,726 | $2,883-40.1% | $4,617-62.6% | $2,281-24.3% |
| Participant deferral / active EE | $4,262 | $4,840-11.9% | $5,984-28.8% | $3,203+33.1% |
| Admin fee / account holder | $1,673 | $4,826-65.3% | $8,357-80.0% | $4,296-61.1% |