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 | $58,887 | $76,407-22.9% | $150,298-60.8% | $82,448-28.6% |
| Participation rate | 72.5% | 66.4%+6.1pp | 77.8%-5.3pp | 68.1%+4.4pp |
| Annual return | 14.61% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,922 | $2,614-26.5% | $4,154-53.7% | $2,551-24.7% |
| Participant deferral / active EE | $3,652 | $3,214+13.6% | $5,453-33.0% | $4,139-11.8% |
| Admin fee / account holder | $6,497 | $6,352+2.3% | $14,116-54.0% | $7,234-10.2% |