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 | $43,402 | $77,634-44.1% | $156,549-72.3% | $62,891-31.0% |
| Participation rate | 81.6% | 71.2%+10.4pp | 84.0%-2.4pp | 69.3%+12.3pp |
| Annual return | 8.60% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,855 | $3,444-17.1% | $5,501-48.1% | $2,281+25.2% |
| Participant deferral / active EE | $1,895 | $3,045-37.8% | $4,871-61.1% | $3,203-40.8% |
| Admin fee / account holder | $3,035 | $5,561-45.4% | $13,027-76.7% | $4,296-29.3% |