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 | $66,705 | $74,927-11.0% | $101,794-34.5% | $84,808-21.3% |
| Participation rate | 80.8% | 61.4%+19.4pp | 69.2%+11.6pp | 68.3%+12.5pp |
| Annual return | 45.95% | 18.70%+27.2pp | 30.53%+15.4pp | 40.90%+5.1pp |
| Employer contribution / active EE | $768 | $1,522-49.5% | $2,289-66.4% | $2,631-70.8% |
| Participant deferral / active EE | $1,698 | $3,099-45.2% | $4,084-58.4% | $4,212-59.7% |
| Admin fee / account holder | $3,781 | $6,514-42.0% | $8,777-56.9% | $7,344-48.5% |