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 | $56,755 | $65,365-13.2% | $92,893-38.9% | $72,985-22.2% |
| Participation rate | 92.2% | 68.3%+23.8pp | 76.0%+16.2pp | 69.5%+22.7pp |
| Annual return | 17.76% | 42.10%-24.3pp | 109.41%-91.7pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,176 | $2,594-54.7% | $3,653-67.8% | $2,440-51.8% |
| Participant deferral / active EE | $3,257 | $3,128+4.1% | $4,236-23.1% | $3,607-9.7% |
| Admin fee / account holder | $7,205 | $4,251+69.5% | $5,794+24.4% | $5,124+40.6% |