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 | $58,536 | $127,065-53.9% | $113,168-48.3% | $142,382-58.9% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 15.99% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,190 | $3,442-65.4% | $2,975-60.0% | $4,299-72.3% |
| Participant deferral / active EE | $5,414 | $5,716-5.3% | $5,107+6.0% | $6,507-16.8% |
| Admin fee / account holder | $2,536 | $15,736-83.9% | $12,068-79.0% | $12,624-79.9% |