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 | $50,845 | $171,164-70.3% | $127,761-60.2% | $152,861-66.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.0%+1.0pp | 82.4%-2.4pp |
| Annual return | 23.76% | 23.54%+0.2pp | 26.14%-2.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,038 | $5,447-62.6% | $4,574-55.5% | $4,762-57.2% |
| Participant deferral / active EE | $8,333 | $7,038+18.4% | $6,021+38.4% | $5,850+42.4% |
| Admin fee / account holder | $611 | $14,530-95.8% | $9,395-93.5% | $11,596-94.7% |