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 | $52,943 | $45,035+17.6% | $62,995-16.0% | $70,131-24.5% |
| Participation rate | 78.8% | 69.5%+9.3pp | 74.8%+4.0pp | 69.5%+9.3pp |
| Annual return | 15.44% | 18.76%-3.3pp | 87.57%-72.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,346 | $2,051-34.4% | $2,759-51.2% | $2,342-42.6% |
| Participant deferral / active EE | $3,036 | $2,465+23.2% | $3,329-8.8% | $3,332-8.9% |
| Admin fee / account holder | $1,268 | $2,834-55.3% | $3,600-64.8% | $4,645-72.7% |