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 | $106,404 | $109,413-2.7% | $156,263-31.9% | $84,808+25.5% |
| Participation rate | 95.8% | 72.7%+23.1pp | 78.9%+16.9pp | 68.3%+27.5pp |
| Annual return | 15.85% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,286 | $2,907-55.8% | $4,333-70.3% | $2,631-51.1% |
| Participant deferral / active EE | $4,738 | $4,590+3.2% | $6,158-23.1% | $4,212+12.5% |
| Admin fee / account holder | $5,058 | $9,357-45.9% | $14,255-64.5% | $7,344-31.1% |