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 | $56,353 | $81,248-30.6% | $155,509-63.8% | $80,856-30.3% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 11.39% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,124 | $3,100-63.8% | $4,672-76.0% | $2,755-59.2% |
| Participant deferral / active EE | $1,996 | $3,452-42.2% | $5,626-64.5% | $4,296-53.5% |
| Admin fee / account holder | $1,757 | $7,997-78.0% | $15,912-89.0% | $6,918-74.6% |