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 | $63,108 | $95,803-34.1% | $113,168-44.2% | $84,808-25.6% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 15.64% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,059 | $2,360-12.7% | $2,975-30.8% | $2,631-21.7% |
| Participant deferral / active EE | $3,837 | $4,242-9.5% | $5,107-24.9% | $4,212-8.9% |
| Admin fee / account holder | $3,630 | $8,989-59.6% | $12,068-69.9% | $7,344-50.6% |