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 | $55,833 | $65,685-15.0% | $57,179-2.4% | $273,961-79.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 4.33% | 21.99%-17.7pp | 14.59%-10.3pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,433 | $3,279-56.3% | $2,682-46.6% | $4,869-70.6% |
| Participant deferral / active EE | $4,867 | $3,782+28.7% | $3,096+57.2% | $5,287-7.9% |
| Admin fee / account holder | $3,623 | $4,835-25.1% | $3,139+15.4% | $10,132-64.2% |