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 | $61,345 | $89,355-31.3% | $141,162-56.5% | $72,985-15.9% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 20.64% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,057 | $3,114-34.0% | $4,735-56.6% | $2,440-15.7% |
| Participant deferral / active EE | $4,031 | $5,418-25.6% | $6,709-39.9% | $3,607+11.7% |
| Admin fee / account holder | $2,032 | $5,958-65.9% | $10,261-80.2% | $5,124-60.3% |