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 | $55,936 | $109,881-49.1% | $150,045-62.7% | $84,808-34.0% |
| Participation rate | 98.6% | 76.1%+22.6pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 15.13% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,622 | $3,561-54.5% | $4,693-65.4% | $2,631-38.4% |
| Participant deferral / active EE | $5,249 | $6,636-20.9% | $7,997-34.4% | $4,212+24.6% |
| Admin fee / account holder | $4,059 | $8,568-52.6% | $13,435-69.8% | $7,344-44.7% |