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 | $62,368 | $46,553+34.0% | $64,056-2.6% | $75,163-17.0% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 17.93% | 26.03%-8.1pp | 33.69%-15.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,059 | $1,974+4.3% | $2,747-25.0% | $2,670-22.9% |
| Participant deferral / active EE | $4,757 | $2,837+67.7% | $3,880+22.6% | $4,125+15.3% |
| Admin fee / account holder | $7,624 | $2,952+158.3% | $3,068+148.5% | $5,651+34.9% |