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 | $53,040 | $76,552-30.7% | $123,892-57.2% | $62,891-15.7% |
| Participation rate | 93.8% | 73.0%+20.8pp | 81.4%+12.3pp | 69.3%+24.4pp |
| Annual return | 17.46% | 18.68%-1.2pp | 47.52%-30.1pp | 20.14%-2.7pp |
| Employer contribution / active EE | $2,374 | $2,883-17.7% | $4,617-48.6% | $2,281+4.1% |
| Participant deferral / active EE | $5,581 | $4,840+15.3% | $5,984-6.7% | $3,203+74.3% |
| Admin fee / account holder | $2,499 | $4,826-48.2% | $8,357-70.1% | $4,296-41.8% |