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 | $27,347 | $53,777-49.1% | $134,143-79.6% | $79,858-65.8% |
| Participation rate | 77.5% | 58.8%+18.7pp | 72.2%+5.3pp | 69.6%+7.9pp |
| Annual return | 16.21% | 19.01%-2.8pp | 36.33%-20.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,214 | $1,321-8.1% | $3,704-67.2% | $2,471-50.9% |
| Participant deferral / active EE | $2,739 | $2,420+13.2% | $3,499-21.7% | $3,740-26.8% |
| Admin fee / account holder | $4,296 | $3,984+7.8% | $6,684-35.7% | $5,306-19.0% |