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 | $62,777 | $101,724-38.3% | $164,813-61.9% | $80,856-22.4% |
| Participation rate | 87.3% | 71.8%+15.4pp | 78.6%+8.7pp | 67.6%+19.6pp |
| Annual return | 15.93% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,158 | $2,953-26.9% | $4,341-50.3% | $2,755-21.7% |
| Participant deferral / active EE | $4,250 | $4,477-5.1% | $6,031-29.5% | $4,296-1.1% |
| Admin fee / account holder | $2,361 | $8,227-71.3% | $12,690-81.4% | $6,918-65.9% |