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 | $57,129 | $60,349-5.3% | $74,183-23.0% | $62,891-9.2% |
| Participation rate | 77.5% | 72.7%+4.7pp | 76.6%+0.8pp | 69.3%+8.2pp |
| Annual return | 10.05% | 21.37%-11.3pp | 17.74%-7.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,104 | $1,680-34.3% | $2,370-53.4% | $2,281-51.6% |
| Participant deferral / active EE | $3,947 | $2,856+38.2% | $3,550+11.2% | $3,203+23.2% |
| Admin fee / account holder | $3,806 | $4,261-10.7% | $5,586-31.9% | $4,296-11.4% |