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 | $38,761 | $59,101-34.4% | $77,163-49.8% | $75,163-48.4% |
| Participation rate | 71.0% | 63.9%+7.1pp | 69.6%+1.4pp | 67.2%+3.8pp |
| Annual return | 21.33% | 26.71%-5.4pp | 37.87%-16.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,628 | $1,995-18.4% | $2,535-35.8% | $2,670-39.0% |
| Participant deferral / active EE | $2,937 | $2,999-2.1% | $3,833-23.4% | $4,125-28.8% |
| Admin fee / account holder | $1,081 | $4,774-77.4% | $5,472-80.2% | $5,651-80.9% |