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 | $35,896 | $58,851-39.0% | $115,157-68.8% | $72,985-50.8% |
| Participation rate | 85.0% | 65.5%+19.5pp | 75.9%+9.1pp | 69.5%+15.5pp |
| Annual return | 16.85% | 23.16%-6.3pp | 35.60%-18.7pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,316 | $1,798-26.8% | $3,179-58.6% | $2,440-46.1% |
| Participant deferral / active EE | $1,536 | $2,643-41.9% | $4,168-63.1% | $3,607-57.4% |
| Admin fee / account holder | $1,757 | $6,370-72.4% | $7,088-75.2% | $5,124-65.7% |