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 | $52,739 | $85,766-38.5% | $136,294-61.3% | $70,131-24.8% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 18.05% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,215 | $2,966-59.0% | $4,695-74.1% | $2,342-48.1% |
| Participant deferral / active EE | $5,936 | $5,051+17.5% | $6,247-5.0% | $3,332+78.2% |
| Admin fee / account holder | $2,428 | $5,420-55.2% | $9,243-73.7% | $4,645-47.7% |