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 | $31,098 | $67,606-54.0% | $82,313-62.2% | $70,131-55.7% |
| Participation rate | 87.3% | 72.8%+14.5pp | 76.9%+10.4pp | 69.5%+17.7pp |
| Annual return | 18.84% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,954 | $1,755+11.4% | $2,428-19.5% | $2,342-16.6% |
| Participant deferral / active EE | $6,037 | $2,987+102.1% | $3,706+62.9% | $3,332+81.2% |
| Admin fee / account holder | $2,898 | $4,512-35.8% | $5,608-48.3% | $4,645-37.6% |