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 | $68,125 | $113,339-39.9% | $94,993-28.3% | $147,584-53.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 17.09% | 20.77%-3.7pp | 27.12%-10.0pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,981 | $3,160-37.3% | $2,603-23.9% | $4,876-59.4% |
| Participant deferral / active EE | $5,521 | $3,777+46.2% | $3,317+66.5% | $5,439+1.5% |
| Admin fee / account holder | $2,712 | $6,063-55.3% | $4,960-45.3% | $10,885-75.1% |