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 | $56,599 | $48,076+17.7% | $78,689-28.1% | $62,891-10.0% |
| Participation rate | 81.5% | 65.2%+16.3pp | 73.6%+7.9pp | 69.3%+12.2pp |
| Annual return | 11.05% | 31.35%-20.3pp | 62.18%-51.1pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,220 | $2,015-39.4% | $2,851-57.2% | $2,281-46.5% |
| Participant deferral / active EE | $2,441 | $2,588-5.7% | $3,517-30.6% | $3,203-23.8% |
| Admin fee / account holder | $1,824 | $3,207-43.1% | $4,510-59.6% | $4,296-57.5% |