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 | $50,606 | $46,869+8.0% | $122,332-58.6% | $70,131-27.8% |
| Participation rate | 96.0% | 58.2%+37.8pp | 71.6%+24.4pp | 69.5%+26.5pp |
| Annual return | 17.59% | 24.22%-6.6pp | 30.27%-12.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $2,556 | $1,288+98.4% | $4,050-36.9% | $2,342+9.1% |
| Participant deferral / active EE | $2,967 | $2,166+36.9% | $3,287-9.7% | $3,332-11.0% |
| Admin fee / account holder | $2,887 | $3,322-13.1% | $5,478-47.3% | $4,645-37.9% |