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 | $62,284 | $123,793-49.7% | $177,821-65.0% | $79,858-22.0% |
| Participation rate | 94.5% | 84.7%+9.9pp | 87.7%+6.8pp | 69.6%+24.9pp |
| Annual return | 16.33% | 22.82%-6.5pp | 48.32%-32.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,664 | $4,095-34.9% | $5,918-55.0% | $2,471+7.8% |
| Participant deferral / active EE | $3,958 | $5,956-33.6% | $7,714-48.7% | $3,740+5.8% |
| Admin fee / account holder | $4,272 | $7,243-41.0% | $12,427-65.6% | $5,306-19.5% |