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 | $58,163 | $89,355-34.9% | $141,162-58.8% | $72,985-20.3% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 26.91% | 111.85%-84.9pp | 71.39%-44.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,926 | $3,114-38.1% | $4,735-59.3% | $2,440-21.0% |
| Participant deferral / active EE | $5,574 | $5,418+2.9% | $6,709-16.9% | $3,607+54.5% |
| Admin fee / account holder | $3,697 | $5,958-37.9% | $10,261-64.0% | $5,124-27.9% |