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 | $81,233-32.4% | $155,567-64.7% | $80,874-32.1% |
| Participation rate | 89.1% | 66.2%+22.9pp | 78.2%+10.9pp | 67.6%+21.4pp |
| Annual return | 14.48% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $730 | $3,101-76.4% | $4,674-84.4% | $2,756-73.5% |
| Participant deferral / active EE | $6,970 | $3,452+101.9% | $5,628+23.9% | $4,297+62.2% |
| Admin fee / account holder | $2,205 | $7,998-72.4% | $15,916-86.1% | $6,935-68.2% |