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 | $55,960 | $85,515-34.6% | $112,040-50.1% | $67,986-17.7% |
| Participation rate | 73.8% | 68.2%+5.6pp | 76.5%-2.7pp | 57.2%+16.6pp |
| Annual return | 18.06% | 29.68%-11.6pp | 24.52%-6.5pp | 31.67%-13.6pp |
| Employer contribution / active EE | $2,129 | $2,191-2.8% | $2,954-27.9% | $2,019+5.5% |
| Participant deferral / active EE | $4,568 | $4,014+13.8% | $5,098-10.4% | $3,358+36.0% |
| Admin fee / account holder | $1,517 | $3,774-59.8% | $12,098-87.5% | $3,203-52.6% |