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 | $57,429 | $71,050-19.2% | $93,606-38.6% | $80,856-29.0% |
| Participation rate | 70.6% | 60.4%+10.2pp | 68.7%+1.9pp | 67.6%+3.0pp |
| Annual return | 12.05% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,530 | $1,564-2.1% | $2,420-36.8% | $2,755-44.4% |
| Participant deferral / active EE | $2,876 | $4,034-28.7% | $4,411-34.8% | $4,296-33.1% |
| Admin fee / account holder | $3,145 | $6,945-54.7% | $8,285-62.0% | $6,918-54.5% |