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 | $62,781 | $81,248-22.7% | $155,509-59.6% | $80,856-22.4% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 16.39% | 33.31%-16.9pp | 64.67%-48.3pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,143 | $3,100-30.9% | $4,672-54.1% | $2,755-22.2% |
| Participant deferral / active EE | $3,447 | $3,452-0.1% | $5,626-38.7% | $4,296-19.8% |
| Admin fee / account holder | $7,022 | $7,997-12.2% | $15,912-55.9% | $6,918+1.5% |