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 | $49,971 | $81,248-38.5% | $155,509-67.9% | $80,856-38.2% |
| Participation rate | 73.6% | 66.2%+7.4pp | 78.2%-4.6pp | 67.6%+6.0pp |
| Annual return | 14.15% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,075 | $3,100-33.1% | $4,672-55.6% | $2,755-24.7% |
| Participant deferral / active EE | $3,549 | $3,452+2.8% | $5,626-36.9% | $4,296-17.4% |
| Admin fee / account holder | $4,787 | $7,997-40.1% | $15,912-69.9% | $6,918-30.8% |