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 | $50,284 | $72,277-30.4% | $101,248-50.3% | $79,858-37.0% |
| Participation rate | 81.0% | 68.5%+12.5pp | 75.8%+5.1pp | 69.6%+11.3pp |
| Annual return | 14.37% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,844 | $2,692-31.5% | $3,660-49.6% | $2,471-25.4% |
| Participant deferral / active EE | $6,118 | $3,282+86.4% | $4,370+40.0% | $3,740+63.6% |
| Admin fee / account holder | $7,381 | $4,400+67.7% | $5,945+24.1% | $5,306+39.1% |