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 | $65,535 | $64,348+1.8% | $90,160-27.3% | $70,131-6.6% |
| Participation rate | 78.1% | 70.4%+7.7pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 15.38% | 28.13%-12.7pp | 34.88%-19.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,171 | $2,046-42.8% | $3,318-64.7% | $2,342-50.0% |
| Participant deferral / active EE | $2,277 | $4,389-48.1% | $5,288-56.9% | $3,332-31.7% |
| Admin fee / account holder | $1,124 | $3,944-71.5% | $5,943-81.1% | $4,645-75.8% |