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 | $53,104 | $74,927-29.1% | $101,794-47.8% | $84,808-37.4% |
| Participation rate | 71.1% | 61.4%+9.7pp | 69.2%+1.9pp | 68.3%+2.8pp |
| Annual return | 16.05% | 18.70%-2.6pp | 30.53%-14.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,109 | $1,522-27.1% | $2,289-51.6% | $2,631-57.9% |
| Participant deferral / active EE | $3,680 | $3,099+18.7% | $4,084-9.9% | $4,212-12.6% |
| Admin fee / account holder | $2,838 | $6,514-56.4% | $8,777-67.7% | $7,344-61.4% |