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 | $66,720 | $138,347-51.8% | $184,203-63.8% | $80,856-17.5% |
| Participation rate | 76.6% | 83.9%-7.3pp | 86.8%-10.3pp | 67.6%+8.9pp |
| Annual return | 13.47% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,842 | $4,850-62.0% | $6,427-71.3% | $2,755-33.1% |
| Participant deferral / active EE | $4,860 | $7,071-31.3% | $9,131-46.8% | $4,296+13.1% |
| Admin fee / account holder | $6,176 | $10,483-41.1% | $13,901-55.6% | $6,918-10.7% |