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 | $43,703 | $77,899-43.9% | $149,673-70.8% | $75,163-41.9% |
| Participation rate | 78.1% | 65.6%+12.5pp | 78.8%-0.6pp | 67.2%+10.9pp |
| Annual return | 18.77% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,215 | $3,137-29.4% | $4,818-54.0% | $2,670-17.0% |
| Participant deferral / active EE | $3,738 | $3,411+9.6% | $5,680-34.2% | $4,125-9.4% |
| Admin fee / account holder | $3,071 | $5,956-48.4% | $13,210-76.8% | $5,651-45.7% |