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 | $76,449 | $109,359-30.1% | $162,163-52.9% | $72,985+4.7% |
| Participation rate | 79.2% | 84.3%-5.1pp | 87.6%-8.4pp | 69.5%+9.7pp |
| Annual return | 23.53% | 25.46%-1.9pp | 115.59%-92.1pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,529 | $3,907-60.9% | $5,614-72.8% | $2,440-37.3% |
| Participant deferral / active EE | $5,008 | $5,481-8.6% | $7,298-31.4% | $3,607+38.8% |
| Admin fee / account holder | $5,089 | $7,972-36.2% | $10,843-53.1% | $5,124-0.7% |