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 | $61,560 | $89,355-31.1% | $141,162-56.4% | $72,985-15.7% |
| Participation rate | 81.6% | 75.1%+6.5pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 21.23% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,185 | $3,114-62.0% | $4,735-75.0% | $2,440-51.4% |
| Participant deferral / active EE | $3,690 | $5,418-31.9% | $6,709-45.0% | $3,607+2.3% |
| Admin fee / account holder | $2,226 | $5,958-62.6% | $10,261-78.3% | $5,124-56.6% |