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 | $29,136 | $90,674-67.9% | $96,707-69.9% | $82,448-64.7% |
| Participation rate | 85.2% | 75.9%+9.2pp | 80.4%+4.8pp | 68.1%+17.1pp |
| Annual return | 15.28% | 49.05%-33.8pp | 34.78%-19.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,444 | $3,975-63.7% | $4,191-65.5% | $2,551-43.4% |
| Participant deferral / active EE | $2,783 | $5,696-51.1% | $5,997-53.6% | $4,139-32.8% |
| Admin fee / account holder | $9,767 | $7,568+29.1% | $7,503+30.2% | $7,234+35.0% |