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 | $31,892 | $81,248-60.7% | $155,509-79.5% | $80,856-60.6% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 15.11% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,225 | $3,100-28.2% | $4,672-52.4% | $2,755-19.2% |
| Participant deferral / active EE | $6,733 | $3,452+95.1% | $5,626+19.7% | $4,296+56.7% |
| Admin fee / account holder | $18,891 | $7,997+136.2% | $15,912+18.7% | $6,918+173.1% |