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 | $52,260 | $58,512-10.7% | $84,015-37.8% | $72,985-28.4% |
| Participation rate | 78.9% | 61.2%+17.7pp | 69.0%+9.9pp | 69.5%+9.5pp |
| Annual return | 30.49% | 28.93%+1.6pp | 71.31%-40.8pp | 81.00%-50.5pp |
| Employer contribution / active EE | $1,505 | $1,163+29.5% | $1,983-24.1% | $2,440-38.3% |
| Participant deferral / active EE | $3,102 | $2,394+29.6% | $3,239-4.2% | $3,607-14.0% |
| Admin fee / account holder | $698 | $4,569-84.7% | $6,101-88.6% | $5,124-86.4% |