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 | $51,224 | $77,634-34.0% | $156,549-67.3% | $62,891-18.6% |
| Participation rate | 93.8% | 71.2%+22.5pp | 84.0%+9.7pp | 69.3%+24.4pp |
| Annual return | 11.41% | 50.32%-38.9pp | 32.23%-20.8pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,855 | $3,444-46.1% | $5,501-66.3% | $2,281-18.7% |
| Participant deferral / active EE | $4,145 | $3,045+36.1% | $4,871-14.9% | $3,203+29.4% |
| Admin fee / account holder | $6,382 | $5,561+14.8% | $13,027-51.0% | $4,296+48.6% |