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 | $63,211 | $87,013-27.4% | $106,213-40.5% | $80,856-21.8% |
| Participation rate | 78.3% | 70.4%+7.8pp | 75.3%+3.0pp | 67.6%+10.6pp |
| Annual return | 11.83% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,146 | $2,395-52.2% | $3,171-63.9% | $2,755-58.4% |
| Participant deferral / active EE | $3,632 | $3,986-8.9% | $5,016-27.6% | $4,296-15.5% |
| Admin fee / account holder | $1,153 | $8,431-86.3% | $11,033-89.5% | $6,918-83.3% |