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 | $65,964 | $79,944-17.5% | $98,439-33.0% | $75,163-12.2% |
| Participation rate | 78.6% | 70.4%+8.2pp | 75.2%+3.4pp | 67.2%+11.4pp |
| Annual return | 16.92% | 19.75%-2.8pp | 21.16%-4.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,362 | $2,264-39.8% | $3,048-55.3% | $2,670-49.0% |
| Participant deferral / active EE | $2,823 | $3,752-24.8% | $4,738-40.4% | $4,125-31.6% |
| Admin fee / account holder | $3,003 | $6,840-56.1% | $8,948-66.4% | $5,651-46.9% |