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 | $51,222 | $76,552-33.1% | $123,892-58.7% | $62,891-18.6% |
| Participation rate | 73.7% | 73.0%+0.7pp | 81.4%-7.7pp | 69.3%+4.4pp |
| Annual return | 8.16% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,390 | $2,883-17.1% | $4,617-48.2% | $2,281+4.8% |
| Participant deferral / active EE | $7,104 | $4,840+46.8% | $5,984+18.7% | $3,203+121.8% |
| Admin fee / account holder | $1,764 | $4,826-63.4% | $8,357-78.9% | $4,296-58.9% |