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 | $48,613 | $48,076+1.1% | $78,689-38.2% | $62,891-22.7% |
| Participation rate | 83.9% | 65.2%+18.7pp | 73.6%+10.4pp | 69.3%+14.6pp |
| Annual return | 6.91% | 31.35%-24.4pp | 62.18%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,871 | $2,015-7.1% | $2,851-34.4% | $2,281-18.0% |
| Participant deferral / active EE | $4,202 | $2,588+62.4% | $3,517+19.5% | $3,203+31.2% |
| Admin fee / account holder | $1,036 | $3,207-67.7% | $4,510-77.0% | $4,296-75.9% |