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 | $57,771 | $148,978-61.2% | $200,582-71.2% | $84,808-31.9% |
| Participation rate | 71.4% | 84.2%-12.8pp | 86.9%-15.5pp | 68.3%+3.1pp |
| Annual return | 14.93% | 28.16%-13.2pp | 42.33%-27.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,236 | $4,815-53.6% | $6,419-65.2% | $2,631-15.0% |
| Participant deferral / active EE | $8,971 | $7,142+25.6% | $9,331-3.9% | $4,212+113.0% |
| Admin fee / account holder | $6,206 | $13,977-55.6% | $16,305-61.9% | $7,344-15.5% |