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 | $59,989 | $83,477-28.1% | $125,175-52.1% | $72,985-17.8% |
| Participation rate | 95.5% | 73.3%+22.1pp | 79.8%+15.7pp | 69.5%+26.0pp |
| Annual return | 17.42% | 25.78%-8.4pp | 43.79%-26.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,724 | $2,345-26.5% | $3,865-55.4% | $2,440-29.3% |
| Participant deferral / active EE | $4,909 | $3,585+36.9% | $4,937-0.6% | $3,607+36.1% |
| Admin fee / account holder | $3,725 | $5,517-32.5% | $9,702-61.6% | $5,124-27.3% |