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 | $78,144 | $86,929-10.1% | $102,423-23.7% | $80,856-3.4% |
| Participation rate | 97.0% | 72.4%+24.6pp | 76.5%+20.5pp | 67.6%+29.3pp |
| Annual return | 14.35% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $909 | $2,369-61.6% | $3,023-69.9% | $2,755-67.0% |
| Participant deferral / active EE | $1,946 | $4,118-52.8% | $5,053-61.5% | $4,296-54.7% |
| Admin fee / account holder | $1,833 | $8,049-77.2% | $9,451-80.6% | $6,918-73.5% |