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 | $58,019 | $85,766-32.4% | $136,294-57.4% | $70,131-17.3% |
| Participation rate | 80.4% | 74.2%+6.2pp | 81.9%-1.5pp | 69.5%+10.9pp |
| Annual return | 19.64% | 31.45%-11.8pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,364 | $2,966-54.0% | $4,695-70.9% | $2,342-41.8% |
| Participant deferral / active EE | $2,263 | $5,051-55.2% | $6,247-63.8% | $3,332-32.1% |
| Admin fee / account holder | $1,080 | $5,420-80.1% | $9,243-88.3% | $4,645-76.8% |