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 | $26,648 | $81,460-67.3% | $103,333-74.2% | $80,856-67.0% |
| Participation rate | 73.7% | 66.8%+6.8pp | 74.5%-0.8pp | 67.6%+6.0pp |
| Annual return | 12.56% | 25.55%-13.0pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,850 | $3,105-40.4% | $3,868-52.2% | $2,755-32.8% |
| Participant deferral / active EE | $2,444 | $3,869-36.8% | $5,057-51.7% | $4,296-43.1% |
| Admin fee / account holder | $4,760 | $6,566-27.5% | $8,355-43.0% | $6,918-31.2% |