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 | $59,208 | $76,552-22.7% | $123,892-52.2% | $62,891-5.9% |
| Participation rate | 85.9% | 73.0%+12.9pp | 81.4%+4.5pp | 69.3%+16.6pp |
| Annual return | 9.57% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,108 | $2,883-61.6% | $4,617-76.0% | $2,281-51.4% |
| Participant deferral / active EE | $5,727 | $4,840+18.3% | $5,984-4.3% | $3,203+78.8% |
| Admin fee / account holder | $1,388 | $4,826-71.2% | $8,357-83.4% | $4,296-67.7% |