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 | $56,318 | $123,793-54.5% | $177,821-68.3% | $79,858-29.5% |
| Participation rate | 88.6% | 84.7%+4.0pp | 87.7%+0.9pp | 69.6%+19.0pp |
| Annual return | 17.07% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,727 | $4,095-9.0% | $5,918-37.0% | $2,471+50.8% |
| Participant deferral / active EE | $4,614 | $5,956-22.5% | $7,714-40.2% | $3,740+23.4% |
| Admin fee / account holder | $1,578 | $7,243-78.2% | $12,427-87.3% | $5,306-70.3% |