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 | $55,866 | $106,749-47.7% | $145,433-61.6% | $82,448-32.2% |
| Participation rate | 89.7% | 75.6%+14.1pp | 82.1%+7.6pp | 68.1%+21.7pp |
| Annual return | 17.58% | 27.59%-10.0pp | 66.58%-49.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,472 | $3,444-28.2% | $4,554-45.7% | $2,551-3.1% |
| Participant deferral / active EE | $6,734 | $6,519+3.3% | $7,897-14.7% | $4,139+62.7% |
| Admin fee / account holder | $10,924 | $8,390+30.2% | $13,129-16.8% | $7,234+51.0% |