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 | $47,753 | $46,553+2.6% | $64,056-25.5% | $75,163-36.5% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 12.75% | 26.03%-13.3pp | 33.69%-20.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,259 | $1,974+14.5% | $2,747-17.7% | $2,670-15.4% |
| Participant deferral / active EE | $5,822 | $2,837+105.3% | $3,880+50.1% | $4,125+41.1% |
| Admin fee / account holder | $1,194 | $2,952-59.5% | $3,068-61.1% | $5,651-78.9% |