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 | $39,773 | $91,019-56.3% | $392,568-89.9% | $72,985-45.5% |
| Participation rate | 89.3% | 74.4%+14.9pp | 78.1%+11.2pp | 69.5%+19.8pp |
| Annual return | 18.48% | 20.00%-1.5pp | 24.42%-5.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,594 | $2,751-5.7% | $3,783-31.4% | $2,440+6.3% |
| Participant deferral / active EE | $6,882 | $4,570+50.6% | $5,985+15.0% | $3,607+90.8% |
| Admin fee / account holder | $3,556 | $4,895-27.3% | $6,260-43.2% | $5,124-30.6% |