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 | $43,180 | $77,899-44.6% | $149,673-71.2% | $75,163-42.6% |
| Participation rate | 74.2% | 65.6%+8.6pp | 78.8%-4.6pp | 67.2%+7.0pp |
| Annual return | 18.57% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,619 | $3,137-48.4% | $4,818-66.4% | $2,670-39.4% |
| Participant deferral / active EE | $2,767 | $3,411-18.9% | $5,680-51.3% | $4,125-32.9% |
| Admin fee / account holder | $2,480 | $5,956-58.4% | $13,210-81.2% | $5,651-56.1% |