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 | $54,131 | $81,248-33.4% | $155,509-65.2% | $80,856-33.1% |
| Participation rate | 98.0% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 17.35% | 33.31%-16.0pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,672 | $3,100-46.1% | $4,672-64.2% | $2,755-39.3% |
| Participant deferral / active EE | $5,099 | $3,452+47.7% | $5,626-9.4% | $4,296+18.7% |
| Admin fee / account holder | $4,151 | $7,997-48.1% | $15,912-73.9% | $6,918-40.0% |