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 | $65,554 | $95,803-31.6% | $113,168-42.1% | $84,808-22.7% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+21.0pp |
| Annual return | 13.48% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,936 | $2,360-18.0% | $2,975-34.9% | $2,631-26.4% |
| Participant deferral / active EE | $2,972 | $4,242-29.9% | $5,107-41.8% | $4,212-29.4% |
| Admin fee / account holder | $2,886 | $8,989-67.9% | $12,068-76.1% | $7,344-60.7% |