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 | $28,111 | $48,076-41.5% | $78,689-64.3% | $62,891-55.3% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.6%+18.1pp | 69.3%+22.4pp |
| Annual return | 8.56% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,725 | $2,015-14.4% | $2,851-39.5% | $2,281-24.4% |
| Participant deferral / active EE | $1,840 | $2,588-28.9% | $3,517-47.7% | $3,203-42.5% |
| Admin fee / account holder | $1,753 | $3,207-45.3% | $4,510-61.1% | $4,296-59.2% |