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 | $31,671 | $81,248-61.0% | $155,509-79.6% | $80,856-60.8% |
| Participation rate | 78.1% | 66.2%+11.9pp | 78.2%-0.1pp | 67.6%+10.4pp |
| Annual return | 11.65% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,529 | $3,100-50.7% | $4,672-67.3% | $2,755-44.5% |
| Participant deferral / active EE | $2,164 | $3,452-37.3% | $5,626-61.5% | $4,296-49.6% |
| Admin fee / account holder | $2,650 | $7,997-66.9% | $15,912-83.3% | $6,918-61.7% |