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 | $65,343 | $74,927-12.8% | $101,794-35.8% | $84,808-23.0% |
| Participation rate | 87.5% | 61.4%+26.1pp | 69.2%+18.3pp | 68.3%+19.2pp |
| Annual return | 13.77% | 18.70%-4.9pp | 30.53%-16.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,185 | $1,522-22.1% | $2,289-48.2% | $2,631-55.0% |
| Participant deferral / active EE | $2,307 | $3,099-25.6% | $4,084-43.5% | $4,212-45.2% |
| Admin fee / account holder | $10,048 | $6,514+54.2% | $8,777+14.5% | $7,344+36.8% |