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 | $48,382 | $81,248-40.5% | $155,509-68.9% | $80,856-40.2% |
| Participation rate | 76.2% | 66.2%+10.0pp | 78.2%-2.0pp | 67.6%+8.6pp |
| Annual return | 15.32% | 33.31%-18.0pp | 64.67%-49.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,132 | $3,100-63.5% | $4,672-75.8% | $2,755-58.9% |
| Participant deferral / active EE | $2,606 | $3,452-24.5% | $5,626-53.7% | $4,296-39.3% |
| Admin fee / account holder | $727 | $7,997-90.9% | $15,912-95.4% | $6,918-89.5% |