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 | $49,476 | $109,881-55.0% | $150,045-67.0% | $84,808-41.7% |
| Participation rate | 96.9% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 14.89% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,167 | $3,561-39.1% | $4,693-53.8% | $2,631-17.6% |
| Participant deferral / active EE | $4,565 | $6,636-31.2% | $7,997-42.9% | $4,212+8.4% |
| Admin fee / account holder | $9,960 | $8,568+16.2% | $13,435-25.9% | $7,344+35.6% |