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 | $55,041 | $86,929-36.7% | $102,423-46.3% | $80,856-31.9% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.6%+6.7pp |
| Annual return | 11.35% | 18.88%-7.5pp | 29.32%-18.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,708 | $2,369-27.9% | $3,023-43.5% | $2,755-38.0% |
| Participant deferral / active EE | $4,010 | $4,118-2.6% | $5,053-20.6% | $4,296-6.7% |
| Admin fee / account holder | $586 | $8,049-92.7% | $9,451-93.8% | $6,918-91.5% |