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 | $62,344 | $54,705+14.0% | $71,209-12.4% | $84,808-26.5% |
| Participation rate | 81.0% | 64.1%+16.9pp | 73.8%+7.2pp | 68.3%+12.6pp |
| Annual return | 19.85% | 35.90%-16.0pp | 282.51%-262.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,543 | $2,158-28.5% | $2,721-43.3% | $2,631-41.4% |
| Participant deferral / active EE | $3,339 | $3,030+10.2% | $4,175-20.0% | $4,212-20.7% |
| Admin fee / account holder | $1,791 | $4,863-63.2% | $5,349-66.5% | $7,344-75.6% |