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 | $53,978 | $61,605-12.4% | $112,229-51.9% | $75,163-28.2% |
| Participation rate | 71.4% | 61.7%+9.7pp | 72.4%-1.0pp | 67.2%+4.2pp |
| Annual return | 13.14% | 28.47%-15.3pp | 30.20%-17.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,574 | $2,015-21.9% | $3,430-54.1% | $2,670-41.0% |
| Participant deferral / active EE | $3,081 | $3,108-0.9% | $4,798-35.8% | $4,125-25.3% |
| Admin fee / account holder | $1,300 | $4,862-73.3% | $7,748-83.2% | $5,651-77.0% |