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 | $61,365 | $72,277-15.1% | $101,248-39.4% | $79,858-23.2% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 19.71% | 22.30%-2.6pp | 46.47%-26.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,898 | $2,692-29.5% | $3,660-48.1% | $2,471-23.2% |
| Participant deferral / active EE | $3,039 | $3,282-7.4% | $4,370-30.5% | $3,740-18.7% |
| Admin fee / account holder | $1,058 | $4,400-75.9% | $5,945-82.2% | $5,306-80.1% |