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 | $52,223 | $123,793-57.8% | $177,821-70.6% | $79,858-34.6% |
| Participation rate | 97.6% | 84.7%+13.0pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 14.53% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,680 | $4,095-34.6% | $5,918-54.7% | $2,471+8.4% |
| Participant deferral / active EE | $3,393 | $5,956-43.0% | $7,714-56.0% | $3,740-9.3% |
| Admin fee / account holder | $4,402 | $7,243-39.2% | $12,427-64.6% | $5,306-17.0% |