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 | $38,843 | $87,841-55.8% | $133,980-71.0% | $62,891-38.2% |
| Participation rate | 79.6% | 83.4%-3.8pp | 87.1%-7.4pp | 69.3%+10.3pp |
| Annual return | 8.66% | 12.05%-3.4pp | 29.30%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,258 | $3,483-63.9% | $5,211-75.9% | $2,281-44.8% |
| Participant deferral / active EE | $5,852 | $4,812+21.6% | $6,282-6.8% | $3,203+82.7% |
| Admin fee / account holder | $4,301 | $5,371-19.9% | $9,324-53.9% | $4,296+0.1% |