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 | $72,238 | $101,724-29.0% | $164,813-56.2% | $80,856-10.7% |
| Participation rate | 75.7% | 71.8%+3.8pp | 78.6%-2.9pp | 67.6%+8.0pp |
| Annual return | 10.90% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,399 | $2,953-52.6% | $4,341-67.8% | $2,755-49.2% |
| Participant deferral / active EE | $3,838 | $4,477-14.3% | $6,031-36.4% | $4,296-10.7% |
| Admin fee / account holder | $2,105 | $8,227-74.4% | $12,690-83.4% | $6,918-69.6% |