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 | $95,453-42.9% | $112,040-51.3% | $82,448-33.9% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.5%+1.3pp | 68.1%+9.7pp |
| Annual return | 14.19% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,423 | $2,318-38.6% | $2,954-51.8% | $2,551-44.2% |
| Participant deferral / active EE | $2,169 | $4,224-48.6% | $5,098-57.4% | $4,139-47.6% |
| Admin fee / account holder | $5,802 | $9,013-35.6% | $12,098-52.0% | $7,234-19.8% |