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 | $54,917 | $81,248-32.4% | $155,509-64.7% | $80,856-32.1% |
| Participation rate | 89.1% | 66.2%+22.9pp | 78.2%+10.9pp | 67.6%+21.5pp |
| Annual return | 14.48% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $730 | $3,100-76.4% | $4,672-84.4% | $2,755-73.5% |
| Participant deferral / active EE | $6,970 | $3,452+101.9% | $5,626+23.9% | $4,296+62.3% |
| Admin fee / account holder | $2,205 | $7,997-72.4% | $15,912-86.1% | $6,918-68.1% |