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 | $49,547 | $48,076+3.1% | $78,689-37.0% | $62,891-21.2% |
| Participation rate | 71.0% | 65.2%+5.8pp | 73.6%-2.6pp | 69.3%+1.7pp |
| Annual return | 7.39% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,277 | $2,015-36.6% | $2,851-55.2% | $2,281-44.0% |
| Participant deferral / active EE | $2,809 | $2,588+8.5% | $3,517-20.1% | $3,203-12.3% |
| Admin fee / account holder | $1,513 | $3,207-52.8% | $4,510-66.4% | $4,296-64.8% |