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 | $80,051 | $66,098+21.1% | $101,794-21.4% | $74,304+7.7% |
| Participation rate | 83.2% | 53.8%+29.4pp | 69.2%+14.0pp | 60.3%+22.8pp |
| Annual return | 16.88% | 19.59%-2.7pp | 30.53%-13.6pp | 29.43%-12.6pp |
| Employer contribution / active EE | $783 | $1,082-27.6% | $2,289-65.8% | $2,241-65.0% |
| Participant deferral / active EE | $5,287 | $2,781+90.1% | $4,084+29.4% | $3,767+40.3% |
| Admin fee / account holder | $6,018 | $4,146+45.2% | $8,777-31.4% | $2,969+102.7% |