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 | $41,066 | $81,248-49.5% | $155,509-73.6% | $80,856-49.2% |
| Participation rate | 79.4% | 66.2%+13.2pp | 78.2%+1.2pp | 67.6%+11.8pp |
| Annual return | 11.32% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,739 | $3,100-43.9% | $4,672-62.8% | $2,755-36.9% |
| Participant deferral / active EE | $1,710 | $3,452-50.4% | $5,626-69.6% | $4,296-60.2% |
| Admin fee / account holder | $2,672 | $7,997-66.6% | $15,912-83.2% | $6,918-61.4% |