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 | $52,142 | $104,251-50.0% | $91,001-42.7% | $147,584-64.7% |
| Participation rate | 95.5% | 78.2%+17.2pp | 75.6%+19.9pp | 82.8%+12.6pp |
| Annual return | 10.25% | 27.06%-16.8pp | 4.60%+5.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,535 | $3,116-50.7% | $2,456-37.5% | $4,876-68.5% |
| Participant deferral / active EE | $3,211 | $4,195-23.5% | $3,547-9.5% | $5,439-41.0% |
| Admin fee / account holder | $2,708 | $8,948-69.7% | $5,417-50.0% | $10,885-75.1% |