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 | $63,424 | $72,012-11.9% | $185,823-65.9% | $79,858-20.6% |
| Participation rate | 93.2% | 65.8%+27.4pp | 78.0%+15.2pp | 69.6%+23.5pp |
| Annual return | 16.06% | 23.12%-7.1pp | 35.95%-19.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $551 | $1,965-71.9% | $4,087-86.5% | $2,471-77.7% |
| Participant deferral / active EE | $3,372 | $3,779-10.8% | $5,632-40.1% | $3,740-9.8% |
| Admin fee / account holder | $2,776 | $4,513-38.5% | $9,500-70.8% | $5,306-47.7% |