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 | $51,831 | $93,571-44.6% | $135,903-61.9% | $75,163-31.0% |
| Participation rate | 80.5% | 75.2%+5.3pp | 81.9%-1.4pp | 67.2%+13.3pp |
| Annual return | 31.76% | 30.90%+0.9pp | 68.23%-36.5pp | 160.62%-128.9pp |
| Employer contribution / active EE | $2,296 | $3,537-35.1% | $4,856-52.7% | $2,670-14.0% |
| Participant deferral / active EE | $4,383 | $6,404-31.6% | $7,758-43.5% | $4,125+6.2% |
| Admin fee / account holder | $2,346 | $6,975-66.4% | $10,762-78.2% | $5,651-58.5% |