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 | $54,184 | $74,927-27.7% | $101,794-46.8% | $84,808-36.1% |
| Participation rate | 78.4% | 61.4%+17.0pp | 69.2%+9.2pp | 68.3%+10.1pp |
| Annual return | 15.08% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,426 | $1,522-6.3% | $2,289-37.7% | $2,631-45.8% |
| Participant deferral / active EE | $4,338 | $3,099+40.0% | $4,084+6.2% | $4,212+3.0% |
| Admin fee / account holder | $4,109 | $6,514-36.9% | $8,777-53.2% | $7,344-44.0% |