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 | $56,534 | $81,460-30.6% | $103,333-45.3% | $80,856-30.1% |
| Participation rate | 70.7% | 66.8%+3.8pp | 74.5%-3.8pp | 67.6%+3.1pp |
| Annual return | 13.92% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,508 | $3,105-51.4% | $3,868-61.0% | $2,755-45.2% |
| Participant deferral / active EE | $4,919 | $3,869+27.2% | $5,057-2.7% | $4,296+14.5% |
| Admin fee / account holder | $3,204 | $6,566-51.2% | $8,355-61.7% | $6,918-53.7% |