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 | $50,578 | $109,359-53.8% | $162,163-68.8% | $72,985-30.7% |
| Participation rate | 84.4% | 84.3%+0.2pp | 87.6%-3.1pp | 69.5%+15.0pp |
| Annual return | 20.27% | 25.46%-5.2pp | 115.59%-95.3pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,735 | $3,907-55.6% | $5,614-69.1% | $2,440-28.9% |
| Participant deferral / active EE | $2,815 | $5,481-48.6% | $7,298-61.4% | $3,607-22.0% |
| Admin fee / account holder | $2,556 | $7,972-67.9% | $10,843-76.4% | $5,124-50.1% |