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 | $39,188 | $56,897-31.1% | $84,750-53.8% | $62,891-37.7% |
| Participation rate | 91.0% | 68.5%+22.5pp | 76.6%+14.4pp | 69.3%+21.7pp |
| Annual return | 6.91% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,330 | $2,400-44.6% | $3,574-62.8% | $2,281-41.7% |
| Participant deferral / active EE | $1,770 | $2,709-34.7% | $3,712-52.3% | $3,203-44.7% |
| Admin fee / account holder | $1,755 | $3,581-51.0% | $5,332-67.1% | $4,296-59.1% |