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 | $42,845 | $77,899-45.0% | $149,673-71.4% | $75,163-43.0% |
| Participation rate | 70.5% | 65.6%+4.9pp | 78.8%-8.3pp | 67.2%+3.3pp |
| Annual return | 15.23% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,341 | $3,137-57.2% | $4,818-72.2% | $2,670-49.8% |
| Participant deferral / active EE | $3,601 | $3,411+5.6% | $5,680-36.6% | $4,125-12.7% |
| Admin fee / account holder | $7,760 | $5,956+30.3% | $13,210-41.3% | $5,651+37.3% |