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 | $51,359 | $79,449-35.4% | $189,557-72.9% | $85,850-40.2% |
| Participation rate | 77.3% | 66.0%+11.3pp | 78.4%-1.2pp | 69.3%+8.0pp |
| Annual return | 16.25% | 18.45%-2.2pp | 64.17%-47.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $807 | $2,081-61.2% | $4,412-81.7% | $2,565-68.5% |
| Participant deferral / active EE | $2,825 | $4,051-30.3% | $6,174-54.2% | $3,952-28.5% |
| Admin fee / account holder | $1,552 | $5,377-71.1% | $9,807-84.2% | $6,260-75.2% |