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 | $45,008 | $76,552-41.2% | $123,892-63.7% | $62,891-28.4% |
| Participation rate | 78.1% | 73.0%+5.1pp | 81.4%-3.3pp | 69.3%+8.8pp |
| Annual return | 8.30% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,019 | $2,883-29.9% | $4,617-56.3% | $2,281-11.5% |
| Participant deferral / active EE | $4,109 | $4,840-15.1% | $5,984-31.3% | $3,203+28.3% |
| Admin fee / account holder | $2,932 | $4,826-39.2% | $8,357-64.9% | $4,296-31.8% |