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 | $50,422 | $71,050-29.0% | $93,606-46.1% | $80,856-37.6% |
| Participation rate | 70.0% | 60.4%+9.6pp | 68.7%+1.3pp | 67.6%+2.4pp |
| Annual return | 13.18% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $895 | $1,564-42.7% | $2,420-63.0% | $2,755-67.5% |
| Participant deferral / active EE | $2,025 | $4,034-49.8% | $4,411-54.1% | $4,296-52.9% |
| Admin fee / account holder | $3,500 | $6,945-49.6% | $8,285-57.8% | $6,918-49.4% |