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 | $51,674 | $58,512-11.7% | $84,015-38.5% | $72,985-29.2% |
| Participation rate | 88.7% | 61.2%+27.5pp | 69.0%+19.7pp | 69.5%+19.2pp |
| Annual return | 23.99% | 28.93%-4.9pp | 71.31%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,312 | $1,163+12.8% | $1,983-33.9% | $2,440-46.2% |
| Participant deferral / active EE | $2,081 | $2,394-13.1% | $3,239-35.8% | $3,607-42.3% |
| Admin fee / account holder | $4,299 | $4,569-5.9% | $6,101-29.5% | $5,124-16.1% |