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 | $72,346 | $101,724-28.9% | $164,813-56.1% | $80,856-10.5% |
| Participation rate | 72.0% | 71.8%+0.2pp | 78.6%-6.6pp | 67.6%+4.4pp |
| Annual return | 13.72% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,403 | $2,953-52.5% | $4,341-67.7% | $2,755-49.1% |
| Participant deferral / active EE | $2,386 | $4,477-46.7% | $6,031-60.4% | $4,296-44.5% |
| Admin fee / account holder | $4,425 | $8,227-46.2% | $12,690-65.1% | $6,918-36.0% |