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 | $69,878 | $123,793-43.6% | $177,821-60.7% | $79,858-12.5% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 11.15% | 22.82%-11.7pp | 48.32%-37.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,707 | $4,095-58.3% | $5,918-71.2% | $2,471-30.9% |
| Participant deferral / active EE | $2,906 | $5,956-51.2% | $7,714-62.3% | $3,740-22.3% |
| Admin fee / account holder | $13,217 | $7,243+82.5% | $12,427+6.4% | $5,306+149.1% |