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 | $70,718 | $95,803-26.2% | $113,168-37.5% | $84,808-16.6% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 68.3%+19.7pp |
| Annual return | 16.46% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,416 | $2,360-40.0% | $2,975-52.4% | $2,631-46.2% |
| Participant deferral / active EE | $2,534 | $4,242-40.3% | $5,107-50.4% | $4,212-39.8% |
| Admin fee / account holder | $4,626 | $8,989-48.5% | $12,068-61.7% | $7,344-37.0% |