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 | $53,606 | $91,190-41.2% | $178,490-70.0% | $79,858-32.9% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 14.28% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,504 | $3,256-53.8% | $5,011-70.0% | $2,471-39.1% |
| Participant deferral / active EE | $3,593 | $3,236+11.0% | $5,202-30.9% | $3,740-3.9% |
| Admin fee / account holder | $1,703 | $6,751-74.8% | $13,984-87.8% | $5,306-67.9% |