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 | $52,224 | $80,968-35.5% | $96,544-45.9% | $75,163-30.5% |
| Participation rate | 78.8% | 71.8%+7.0pp | 76.0%+2.8pp | 67.2%+11.6pp |
| Annual return | 12.81% | 27.06%-14.2pp | 25.84%-13.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,624 | $2,282-28.8% | $2,965-45.2% | $2,670-39.2% |
| Participant deferral / active EE | $3,048 | $3,928-22.4% | $4,851-37.2% | $4,125-26.1% |
| Admin fee / account holder | $9,616 | $6,724+43.0% | $8,252+16.5% | $5,651+70.2% |