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 | $67,965 | $95,803-29.1% | $113,168-39.9% | $84,808-19.9% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 14.18% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,766 | $2,360-25.2% | $2,975-40.6% | $2,631-32.9% |
| Participant deferral / active EE | $4,991 | $4,242+17.6% | $5,107-2.3% | $4,212+18.5% |
| Admin fee / account holder | $5,476 | $8,989-39.1% | $12,068-54.6% | $7,344-25.4% |