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 | $54,421 | $49,025+11.0% | $87,507-37.8% | $62,891-13.5% |
| Participation rate | 85.0% | 64.9%+20.1pp | 73.8%+11.2pp | 69.3%+15.7pp |
| Annual return | 7.96% | 10.02%-2.1pp | 12.21%-4.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,740 | $1,372+26.8% | $2,550-31.8% | $2,281-23.7% |
| Participant deferral / active EE | $3,703 | $2,289+61.7% | $3,149+17.6% | $3,203+15.6% |
| Admin fee / account holder | $2,043 | $4,065-49.7% | $4,221-51.6% | $4,296-52.4% |