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 | $61,170 | $91,552-33.2% | $133,956-54.3% | $79,858-23.4% |
| Participation rate | 94.3% | 73.3%+21.0pp | 79.8%+14.5pp | 69.6%+24.7pp |
| Annual return | 13.79% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,429 | $2,384-40.1% | $3,919-63.5% | $2,471-42.2% |
| Participant deferral / active EE | $2,080 | $3,733-44.3% | $5,048-58.8% | $3,740-44.4% |
| Admin fee / account holder | $2,490 | $6,321-60.6% | $8,927-72.1% | $5,306-53.1% |