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 | $55,662 | $91,190-39.0% | $178,490-68.8% | $79,858-30.3% |
| Participation rate | 78.1% | 69.2%+8.9pp | 81.9%-3.8pp | 69.6%+8.5pp |
| Annual return | 12.11% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,528 | $3,256-53.1% | $5,011-69.5% | $2,471-38.2% |
| Participant deferral / active EE | $3,945 | $3,236+21.9% | $5,202-24.2% | $3,740+5.5% |
| Admin fee / account holder | $8,890 | $6,751+31.7% | $13,984-36.4% | $5,306+67.5% |