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 | $77,645 | $95,803-19.0% | $113,168-31.4% | $84,808-8.4% |
| Participation rate | 84.2% | 72.9%+11.3pp | 76.6%+7.6pp | 68.3%+15.9pp |
| Annual return | 13.20% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,725 | $2,360-26.9% | $2,975-42.0% | $2,631-34.4% |
| Participant deferral / active EE | $3,905 | $4,242-7.9% | $5,107-23.5% | $4,212-7.3% |
| Admin fee / account holder | $6,230 | $8,989-30.7% | $12,068-48.4% | $7,344-15.2% |