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 5-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 | $48,035 | $81,446-41.0% | $103,374-53.5% | $80,874-40.6% |
| Participation rate | 79.5% | 66.9%+12.7pp | 74.5%+5.0pp | 67.6%+11.9pp |
| Annual return | 18.57% | 25.57%-7.0pp | 24.89%-6.3pp | 35.62%-17.0pp |
| Employer contribution / active EE | $2,657 | $3,107-14.5% | $3,869-31.3% | $2,756-3.6% |
| Participant deferral / active EE | $4,356 | $3,870+12.6% | $5,058-13.9% | $4,297+1.4% |
| Admin fee / account holder | $6,012 | $6,715-10.5% | $8,394-28.4% | $6,935-13.3% |