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 | $54,920 | $76,552-28.3% | $123,892-55.7% | $62,891-12.7% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 9.14% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,225 | $2,883-57.5% | $4,617-73.5% | $2,281-46.3% |
| Participant deferral / active EE | $4,424 | $4,840-8.6% | $5,984-26.1% | $3,203+38.1% |
| Admin fee / account holder | $4,663 | $4,826-3.4% | $8,357-44.2% | $4,296+8.5% |