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 | $55,663 | $87,870-36.7% | $113,168-50.8% | $74,304-25.1% |
| Participation rate | 75.7% | 70.7%+5.0pp | 76.6%-0.9pp | 60.3%+15.4pp |
| Annual return | 15.72% | 26.44%-10.7pp | 24.27%-8.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,470 | $2,277+8.5% | $2,975-17.0% | $2,241+10.2% |
| Participant deferral / active EE | $4,658 | $4,241+9.8% | $5,107-8.8% | $3,767+23.6% |
| Admin fee / account holder | $5,342 | $3,368+58.6% | $12,068-55.7% | $2,969+80.0% |