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 | $57,936 | $86,929-33.4% | $102,423-43.4% | $80,856-28.3% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.6%+29.9pp |
| Annual return | 15.13% | 18.88%-3.8pp | 29.32%-14.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,916 | $2,369+65.3% | $3,023+29.5% | $2,755+42.2% |
| Participant deferral / active EE | $9,061 | $4,118+120.0% | $5,053+79.3% | $4,296+110.9% |
| Admin fee / account holder | $2,238 | $8,049-72.2% | $9,451-76.3% | $6,918-67.6% |