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 | $57,703 | $82,032-29.7% | $123,104-53.1% | $59,632-3.2% |
| Participation rate | 86.8% | 83.2%+3.6pp | 86.8%+0.1pp | 68.7%+18.2pp |
| Annual return | 7.32% | 5.12%+2.2pp | 13.22%-5.9pp | 2041.28%-2034.0pp |
| Employer contribution / active EE | $1,476 | $3,297-55.2% | $5,151-71.4% | $2,203-33.0% |
| Participant deferral / active EE | $3,851 | $4,667-17.5% | $6,230-38.2% | $3,192+20.7% |
| Admin fee / account holder | $1,059 | $5,881-82.0% | $9,015-88.3% | $4,297-75.4% |