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 | $59,391 | $70,475-15.7% | $100,516-40.9% | $79,858-25.6% |
| Participation rate | 86.2% | 73.7%+12.6pp | 79.4%+6.8pp | 69.6%+16.6pp |
| Annual return | 17.25% | 21.90%-4.6pp | 30.89%-13.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,520 | $2,165-29.8% | $3,418-55.5% | $2,471-38.5% |
| Participant deferral / active EE | $7,086 | $5,181+36.8% | $6,270+13.0% | $3,740+89.5% |
| Admin fee / account holder | $5,140 | $4,478+14.8% | $8,081-36.4% | $5,306-3.1% |