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 | $14,328 | $90,503-84.2% | $78,689-81.8% | $273,961-94.8% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 15.68% | 75.60%-59.9pp | 62.18%-46.5pp | 41.45%-25.8pp |
| Employer contribution / active EE | $1,508 | $3,176-52.5% | $2,851-47.1% | $4,869-69.0% |
| Participant deferral / active EE | $1,507 | $3,901-61.4% | $3,517-57.2% | $5,287-71.5% |
| Admin fee / account holder | $1,877 | $5,263-64.3% | $4,510-58.4% | $10,132-81.5% |