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 | $53,251 | $74,927-28.9% | $101,794-47.7% | $84,808-37.2% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.3pp | 68.3%+20.2pp |
| Annual return | 23.51% | 18.70%+4.8pp | 30.53%-7.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,883 | $1,522+23.8% | $2,289-17.7% | $2,631-28.4% |
| Participant deferral / active EE | $3,899 | $3,099+25.8% | $4,084-4.5% | $4,212-7.4% |
| Admin fee / account holder | $3,413 | $6,514-47.6% | $8,777-61.1% | $7,344-53.5% |