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 | $52,792 | $101,763-48.1% | $164,866-68.0% | $80,874-34.7% |
| Participation rate | 75.4% | 71.8%+3.5pp | 78.6%-3.2pp | 67.6%+7.7pp |
| Annual return | 12.97% | 16.73%-3.8pp | 69.97%-57.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,898 | $2,954-35.8% | $4,343-56.3% | $2,756-31.1% |
| Participant deferral / active EE | $4,688 | $4,477+4.7% | $6,033-22.3% | $4,297+9.1% |
| Admin fee / account holder | $1,914 | $8,228-76.7% | $12,689-84.9% | $6,935-72.4% |