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 | $59,323 | $148,978-60.2% | $200,582-70.4% | $84,808-30.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 14.57% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,188 | $4,815-13.0% | $6,419-34.8% | $2,631+59.2% |
| Participant deferral / active EE | $7,086 | $7,142-0.8% | $9,331-24.1% | $4,212+68.2% |
| Admin fee / account holder | $8,844 | $13,977-36.7% | $16,305-45.8% | $7,344+20.4% |