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 | $45,230 | $48,076-5.9% | $78,689-42.5% | $62,891-28.1% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 8.81% | 31.35%-22.5pp | 62.18%-53.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,432 | $2,015-28.9% | $2,851-49.8% | $2,281-37.2% |
| Participant deferral / active EE | $2,413 | $2,588-6.8% | $3,517-31.4% | $3,203-24.7% |
| Admin fee / account holder | $1,047 | $3,207-67.3% | $4,510-76.8% | $4,296-75.6% |