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 | $54,758 | $127,065-56.9% | $113,168-51.6% | $142,382-61.5% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 13.56% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,224 | $3,442-64.4% | $2,975-58.9% | $4,299-71.5% |
| Participant deferral / active EE | $3,412 | $5,716-40.3% | $5,107-33.2% | $6,507-47.6% |
| Admin fee / account holder | $11,370 | $15,736-27.7% | $12,068-5.8% | $12,624-9.9% |