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 | $43,815 | $72,277-39.4% | $101,248-56.7% | $79,858-45.1% |
| Participation rate | 82.2% | 68.5%+13.8pp | 75.8%+6.4pp | 69.6%+12.6pp |
| Annual return | 16.23% | 22.30%-6.1pp | 46.47%-30.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,130 | $2,692-58.0% | $3,660-69.1% | $2,471-54.3% |
| Participant deferral / active EE | $2,313 | $3,282-29.5% | $4,370-47.1% | $3,740-38.2% |
| Admin fee / account holder | $1,242 | $4,400-71.8% | $5,945-79.1% | $5,306-76.6% |