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 | $63,608 | $81,460-21.9% | $103,333-38.4% | $80,856-21.3% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 11.70% | 25.55%-13.8pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,529 | $3,105-18.6% | $3,868-34.6% | $2,755-8.2% |
| Participant deferral / active EE | $5,929 | $3,869+53.3% | $5,057+17.2% | $4,296+38.0% |
| Admin fee / account holder | $9,603 | $6,566+46.2% | $8,355+14.9% | $6,918+38.8% |