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 | $50,902 | $74,927-32.1% | $101,794-50.0% | $84,808-40.0% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.2%+22.7pp | 68.3%+23.6pp |
| Annual return | 14.52% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,068 | $1,522+35.9% | $2,289-9.7% | $2,631-21.4% |
| Participant deferral / active EE | $5,458 | $3,099+76.1% | $4,084+33.6% | $4,212+29.6% |
| Admin fee / account holder | $8,208 | $6,514+26.0% | $8,777-6.5% | $7,344+11.8% |