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 | $59,904 | $95,453-37.2% | $112,040-46.5% | $82,448-27.3% |
| Participation rate | 72.3% | 72.8%-0.4pp | 76.5%-4.2pp | 68.1%+4.2pp |
| Annual return | 12.27% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,207 | $2,318-47.9% | $2,954-59.1% | $2,551-52.7% |
| Participant deferral / active EE | $2,880 | $4,224-31.8% | $5,098-43.5% | $4,139-30.4% |
| Admin fee / account holder | $6,621 | $9,013-26.5% | $12,098-45.3% | $7,234-8.5% |