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 | $62,465 | $123,793-49.5% | $177,821-64.9% | $79,858-21.8% |
| Participation rate | 89.2% | 84.7%+4.5pp | 87.7%+1.5pp | 69.6%+19.6pp |
| Annual return | 16.84% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,109 | $4,095-48.5% | $5,918-64.4% | $2,471-14.6% |
| Participant deferral / active EE | $3,178 | $5,956-46.6% | $7,714-58.8% | $3,740-15.0% |
| Admin fee / account holder | $2,802 | $7,243-61.3% | $12,427-77.5% | $5,306-47.2% |