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 | $55,928 | $54,762+2.1% | $90,281-38.1% | $72,985-23.4% |
| Participation rate | 86.0% | 65.1%+20.9pp | 73.3%+12.7pp | 69.5%+16.5pp |
| Annual return | 21.35% | 30.63%-9.3pp | 78.10%-56.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,336 | $2,092+59.4% | $2,854+16.9% | $2,440+36.7% |
| Participant deferral / active EE | $4,260 | $2,887+47.6% | $3,885+9.6% | $3,607+18.1% |
| Admin fee / account holder | $7,851 | $3,972+97.7% | $5,351+46.7% | $5,124+53.2% |