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 | $61,426 | $81,233-24.4% | $155,567-60.5% | $80,874-24.0% |
| Participation rate | 83.6% | 66.2%+17.4pp | 78.2%+5.4pp | 67.6%+16.0pp |
| Annual return | 12.52% | 33.33%-20.8pp | 64.74%-52.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,735 | $3,101-44.1% | $4,674-62.9% | $2,756-37.0% |
| Participant deferral / active EE | $3,954 | $3,452+14.5% | $5,628-29.7% | $4,297-8.0% |
| Admin fee / account holder | $3,852 | $7,998-51.8% | $15,916-75.8% | $6,935-44.5% |