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 | $50,170 | $77,314-35.1% | $177,989-71.8% | $80,856-38.0% |
| Participation rate | 72.5% | 65.7%+6.8pp | 77.1%-4.6pp | 67.6%+4.9pp |
| Annual return | 17.15% | 18.09%-0.9pp | 294.48%-277.3pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,079 | $2,292-52.9% | $3,949-72.7% | $2,755-60.8% |
| Participant deferral / active EE | $2,508 | $4,411-43.1% | $6,276-60.0% | $4,296-41.6% |
| Admin fee / account holder | $2,955 | $7,191-58.9% | $10,363-71.5% | $6,918-57.3% |