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 | $58,497 | $110,257-46.9% | $96,544-39.4% | $139,434-58.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 19.38% | 26.32%-6.9pp | 25.84%-6.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,067 | $3,620-42.9% | $2,965-30.3% | $4,751-56.5% |
| Participant deferral / active EE | $2,903 | $5,548-47.7% | $4,851-40.2% | $6,710-56.7% |
| Admin fee / account holder | $15,264 | $11,591+31.7% | $8,252+85.0% | $11,403+33.9% |