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 | $69,992 | $53,018+32.0% | $70,0140% | $62,891+11.3% |
| Participation rate | 85.4% | 67.2%+18.2pp | 71.8%+13.6pp | 69.3%+16.1pp |
| Annual return | 6.69% | 13.35%-6.7pp | 12.99%-6.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,094 | $1,799+16.4% | $2,338-10.4% | $2,281-8.2% |
| Participant deferral / active EE | $3,026 | $2,395+26.4% | $2,931+3.3% | $3,203-5.5% |
| Admin fee / account holder | $6,620 | $3,690+79.4% | $4,380+51.1% | $4,296+54.1% |