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 | $54,521 | $95,803-43.1% | $113,168-51.8% | $84,808-35.7% |
| Participation rate | 77.8% | 72.9%+4.9pp | 76.6%+1.2pp | 68.3%+9.5pp |
| Annual return | 14.19% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,423 | $2,360-39.7% | $2,975-52.2% | $2,631-45.9% |
| Participant deferral / active EE | $2,169 | $4,242-48.9% | $5,107-57.5% | $4,212-48.5% |
| Admin fee / account holder | $5,802 | $8,989-35.5% | $12,068-51.9% | $7,344-21.0% |