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 | $62,056 | $148,978-58.3% | $200,582-69.1% | $84,808-26.8% |
| Participation rate | 86.2% | 84.2%+2.0pp | 86.9%-0.7pp | 68.3%+17.9pp |
| Annual return | 15.27% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,539 | $4,815-47.3% | $6,419-60.4% | $2,631-3.5% |
| Participant deferral / active EE | $4,760 | $7,142-33.4% | $9,331-49.0% | $4,212+13.0% |
| Admin fee / account holder | $6,728 | $13,977-51.9% | $16,305-58.7% | $7,344-8.4% |