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 | $85,895 | $55,706+54.2% | $75,886+13.2% | $72,985+17.7% |
| Participation rate | 72.2% | 61.1%+11.1pp | 69.3%+2.9pp | 69.5%+2.7pp |
| Annual return | 17.14% | 27.59%-10.5pp | 30.76%-13.6pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,389 | $1,687-17.6% | $2,500-44.4% | $2,440-43.1% |
| Participant deferral / active EE | $2,176 | $2,634-17.4% | $3,603-39.6% | $3,607-39.7% |
| Admin fee / account holder | $2,738 | $3,978-31.2% | $5,418-49.5% | $5,124-46.6% |