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 | $78,862 | $80,717-2.3% | $154,803-49.1% | $84,808-7.0% |
| Participation rate | 70.6% | 66.8%+3.8pp | 78.1%-7.5pp | 68.3%+2.3pp |
| Annual return | 14.94% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,360 | $2,761-50.7% | $4,305-68.4% | $2,631-48.3% |
| Participant deferral / active EE | $2,675 | $3,303-19.0% | $5,540-51.7% | $4,212-36.5% |
| Admin fee / account holder | $1,454 | $6,746-78.4% | $14,329-89.8% | $7,344-80.2% |