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 | $44,209 | $81,248-45.6% | $155,509-71.6% | $80,856-45.3% |
| Participation rate | 91.5% | 66.2%+25.3pp | 78.2%+13.4pp | 67.6%+23.9pp |
| Annual return | 11.72% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,879 | $3,100-39.4% | $4,672-59.8% | $2,755-31.8% |
| Participant deferral / active EE | $1,012 | $3,452-70.7% | $5,626-82.0% | $4,296-76.4% |
| Admin fee / account holder | $1,821 | $7,997-77.2% | $15,912-88.6% | $6,918-73.7% |