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 | $41,823 | $106,749-60.8% | $145,433-71.2% | $82,448-49.3% |
| Participation rate | 78.1% | 75.6%+2.5pp | 82.1%-4.0pp | 68.1%+10.1pp |
| Annual return | 18.59% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $4,156 | $3,444+20.6% | $4,554-8.8% | $2,551+62.9% |
| Participant deferral / active EE | $3,170 | $6,519-51.4% | $7,897-59.9% | $4,139-23.4% |
| Admin fee / account holder | $5,642 | $8,390-32.8% | $13,129-57.0% | $7,234-22.0% |