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 | $55,049 | $101,724-45.9% | $164,813-66.6% | $80,856-31.9% |
| Participation rate | 79.1% | 71.8%+7.2pp | 78.6%+0.5pp | 67.6%+11.4pp |
| Annual return | 12.19% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,972 | $2,953+0.6% | $4,341-31.5% | $2,755+7.9% |
| Participant deferral / active EE | $3,226 | $4,477-28.0% | $6,031-46.5% | $4,296-24.9% |
| Admin fee / account holder | $4,955 | $8,227-39.8% | $12,690-60.9% | $6,918-28.4% |