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 | $56,792 | $58,512-2.9% | $84,015-32.4% | $72,985-22.2% |
| Participation rate | 73.1% | 61.2%+11.8pp | 69.0%+4.1pp | 69.5%+3.6pp |
| Annual return | 23.43% | 28.93%-5.5pp | 71.31%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,134 | $1,163+83.5% | $1,983+7.6% | $2,440-12.5% |
| Participant deferral / active EE | $5,061 | $2,394+111.4% | $3,239+56.3% | $3,607+40.3% |
| Admin fee / account holder | $1,026 | $4,569-77.5% | $6,101-83.2% | $5,124-80.0% |