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 | $57,828 | $76,367-24.3% | $93,606-38.2% | $72,985-20.8% |
| Participation rate | 84.0% | 71.7%+12.3pp | 75.8%+8.2pp | 69.5%+14.5pp |
| Annual return | 18.41% | 25.82%-7.4pp | 32.76%-14.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,656 | $2,275-27.2% | $2,718-39.1% | $2,440-32.1% |
| Participant deferral / active EE | $3,692 | $3,538+4.4% | $4,069-9.3% | $3,607+2.4% |
| Admin fee / account holder | $889 | $6,838-87.0% | $7,888-88.7% | $5,124-82.7% |