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 | $49,071 | $98,750-50.3% | $149,696-67.2% | $79,858-38.6% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.8pp |
| Annual return | 14.40% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,417 | $3,216-56.0% | $4,644-69.5% | $2,471-42.7% |
| Participant deferral / active EE | $3,615 | $5,680-36.4% | $6,842-47.2% | $3,740-3.3% |
| Admin fee / account holder | $7,014 | $6,053+15.9% | $9,309-24.6% | $5,306+32.2% |