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 | $54,997 | $65,685-16.3% | $57,179-3.8% | $273,961-79.9% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 5.64% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,286 | $3,279-60.8% | $2,682-52.0% | $4,869-73.6% |
| Participant deferral / active EE | $4,367 | $3,782+15.5% | $3,096+41.0% | $5,287-17.4% |
| Admin fee / account holder | $1,508 | $4,835-68.8% | $3,139-52.0% | $10,132-85.1% |