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 | $52,453 | $76,407-31.4% | $150,298-65.1% | $82,448-36.4% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 13.42% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $3,305 | $2,614+26.4% | $4,154-20.4% | $2,551+29.6% |
| Participant deferral / active EE | $3,639 | $3,214+13.2% | $5,453-33.3% | $4,139-12.1% |
| Admin fee / account holder | $3,525 | $6,352-44.5% | $14,116-75.0% | $7,234-51.3% |