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 | $72,368 | $123,793-41.5% | $177,821-59.3% | $79,858-9.4% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 13.65% | 22.82%-9.2pp | 48.32%-34.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,898 | $4,095-53.6% | $5,918-67.9% | $2,471-23.2% |
| Participant deferral / active EE | $3,214 | $5,956-46.0% | $7,714-58.3% | $3,740-14.1% |
| Admin fee / account holder | $3,969 | $7,243-45.2% | $12,427-68.1% | $5,306-25.2% |