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 | $56,089 | $76,552-26.7% | $123,892-54.7% | $62,891-10.8% |
| Participation rate | 95.8% | 73.0%+22.8pp | 81.4%+14.4pp | 69.3%+26.5pp |
| Annual return | 6.60% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,717 | $2,883+29.0% | $4,617-19.5% | $2,281+63.0% |
| Participant deferral / active EE | $8,336 | $4,840+72.2% | $5,984+39.3% | $3,203+160.3% |
| Admin fee / account holder | $7,281 | $4,826+50.9% | $8,357-12.9% | $4,296+69.5% |