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 | $47,821 | $123,793-61.4% | $177,821-73.1% | $79,858-40.1% |
| Participation rate | 88.5% | 84.7%+3.8pp | 87.7%+0.7pp | 69.6%+18.8pp |
| Annual return | 21.16% | 22.82%-1.7pp | 48.32%-27.2pp | 31.71%-10.6pp |
| Employer contribution / active EE | $2,228 | $4,095-45.6% | $5,918-62.4% | $2,471-9.8% |
| Participant deferral / active EE | $9,840 | $5,956+65.2% | $7,714+27.6% | $3,740+163.1% |
| Admin fee / account holder | $5,509 | $7,243-23.9% | $12,427-55.7% | $5,306+3.8% |