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 | $57,175 | $81,248-29.6% | $155,509-63.2% | $80,856-29.3% |
| Participation rate | 89.6% | 66.2%+23.4pp | 78.2%+11.4pp | 67.6%+21.9pp |
| Annual return | 11.93% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,060 | $3,100-1.3% | $4,672-34.5% | $2,755+11.1% |
| Participant deferral / active EE | $3,183 | $3,452-7.8% | $5,626-43.4% | $4,296-25.9% |
| Admin fee / account holder | $2,623 | $7,997-67.2% | $15,912-83.5% | $6,918-62.1% |