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 | $40,001 | $56,277-28.9% | $80,975-50.6% | $62,891-36.4% |
| Participation rate | 79.8% | 69.0%+10.8pp | 75.8%+4.0pp | 69.3%+10.5pp |
| Annual return | 11.92% | 22.12%-10.2pp | 17.10%-5.2pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,570 | $1,943-19.2% | $3,714-57.7% | $2,281-31.1% |
| Participant deferral / active EE | $5,037 | $4,195+20.1% | $5,696-11.6% | $3,203+57.3% |
| Admin fee / account holder | $3,296 | $3,741-11.9% | $5,516-40.2% | $4,296-23.3% |