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 | $42,546 | $81,460-47.8% | $103,333-58.8% | $80,856-47.4% |
| Participation rate | 76.8% | 66.8%+10.0pp | 74.5%+2.3pp | 67.6%+9.2pp |
| Annual return | 10.87% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,580 | $3,105-49.1% | $3,868-59.2% | $2,755-42.7% |
| Participant deferral / active EE | $2,546 | $3,869-34.2% | $5,057-49.7% | $4,296-40.7% |
| Admin fee / account holder | $1,846 | $6,566-71.9% | $8,355-77.9% | $6,918-73.3% |