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 | $29,755 | $76,552-61.1% | $123,892-76.0% | $62,891-52.7% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 6.22% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,848 | $2,883-35.9% | $4,617-60.0% | $2,281-19.0% |
| Participant deferral / active EE | $3,632 | $4,840-25.0% | $5,984-39.3% | $3,203+13.4% |
| Admin fee / account holder | $5,304 | $4,826+9.9% | $8,357-36.5% | $4,296+23.5% |