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 | $57,222 | $71,050-19.5% | $93,606-38.9% | $80,856-29.2% |
| Participation rate | 86.1% | 60.4%+25.7pp | 68.7%+17.4pp | 67.6%+18.5pp |
| Annual return | 11.20% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,808 | $1,564+79.6% | $2,420+16.0% | $2,755+1.9% |
| Participant deferral / active EE | $2,579 | $4,034-36.1% | $4,411-41.5% | $4,296-40.0% |
| Admin fee / account holder | $5,625 | $6,945-19.0% | $8,285-32.1% | $6,918-18.7% |