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 | $49,355 | $77,634-36.4% | $156,549-68.5% | $62,891-21.5% |
| Participation rate | 85.2% | 71.2%+14.0pp | 84.0%+1.2pp | 69.3%+15.9pp |
| Annual return | 6.22% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,202 | $3,444-36.1% | $5,501-60.0% | $2,281-3.5% |
| Participant deferral / active EE | $4,560 | $3,045+49.7% | $4,871-6.4% | $3,203+42.4% |
| Admin fee / account holder | $5,608 | $5,561+0.8% | $13,027-57.0% | $4,296+30.6% |