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 | $51,003 | $81,460-37.4% | $103,333-50.6% | $80,856-36.9% |
| Participation rate | 90.7% | 66.8%+23.9pp | 74.5%+16.2pp | 67.6%+23.1pp |
| Annual return | 13.20% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,136 | $3,105-63.4% | $3,868-70.6% | $2,755-58.8% |
| Participant deferral / active EE | $3,756 | $3,869-2.9% | $5,057-25.7% | $4,296-12.6% |
| Admin fee / account holder | $6,246 | $6,566-4.9% | $8,355-25.2% | $6,918-9.7% |