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 | $28,632 | $72,277-60.4% | $101,248-71.7% | $79,858-64.1% |
| Participation rate | 93.5% | 68.5%+25.1pp | 75.8%+17.7pp | 69.6%+23.9pp |
| Annual return | 19.88% | 22.30%-2.4pp | 46.47%-26.6pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,815 | $2,692-32.5% | $3,660-50.4% | $2,471-26.5% |
| Participant deferral / active EE | $5,042 | $3,282+53.6% | $4,370+15.4% | $3,740+34.8% |
| Admin fee / account holder | $1,672 | $4,400-62.0% | $5,945-71.9% | $5,306-68.5% |