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 | $29,040 | $48,076-39.6% | $78,689-63.1% | $62,891-53.8% |
| Participation rate | 79.2% | 65.2%+14.0pp | 73.6%+5.6pp | 69.3%+9.9pp |
| Annual return | 10.46% | 31.35%-20.9pp | 62.18%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,434 | $2,015-28.8% | $2,851-49.7% | $2,281-37.1% |
| Participant deferral / active EE | $2,766 | $2,588+6.9% | $3,517-21.4% | $3,203-13.6% |
| Admin fee / account holder | $2,208 | $3,207-31.2% | $4,510-51.1% | $4,296-48.6% |