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 | $71,428 | $109,881-35.0% | $150,045-52.4% | $84,808-15.8% |
| Participation rate | 89.0% | 76.1%+13.0pp | 82.3%+6.7pp | 68.3%+20.7pp |
| Annual return | 18.52% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $954 | $3,561-73.2% | $4,693-79.7% | $2,631-63.7% |
| Participant deferral / active EE | $8,628 | $6,636+30.0% | $7,997+7.9% | $4,212+104.9% |
| Admin fee / account holder | $7,457 | $8,568-13.0% | $13,435-44.5% | $7,344+1.5% |