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 | $47,233 | $75,963-37.8% | $97,995-51.8% | $70,131-32.7% |
| Participation rate | 70.4% | 77.0%-6.6pp | 82.4%-12.0pp | 69.5%+0.8pp |
| Annual return | 18.45% | 19.26%-0.8pp | 23.94%-5.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $3,934 | $3,278+20.0% | $4,158-5.4% | $2,342+67.9% |
| Participant deferral / active EE | $3,922 | $4,053-3.2% | $5,097-23.1% | $3,332+17.7% |
| Admin fee / account holder | $6,373 | $5,407+17.9% | $5,943+7.2% | $4,645+37.2% |