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 | $57,646 | $109,359-47.3% | $162,163-64.5% | $72,985-21.0% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 19.91% | 25.46%-5.5pp | 115.59%-95.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,566 | $3,907-34.3% | $5,614-54.3% | $2,440+5.2% |
| Participant deferral / active EE | $3,774 | $5,481-31.1% | $7,298-48.3% | $3,607+4.6% |
| Admin fee / account holder | $10,972 | $7,972+37.6% | $10,843+1.2% | $5,124+114.1% |