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 | $57,791 | $77,899-25.8% | $149,673-61.4% | $75,163-23.1% |
| Participation rate | 70.4% | 65.6%+4.8pp | 78.8%-8.3pp | 67.2%+3.2pp |
| Annual return | 22.21% | 31.72%-9.5pp | 134.42%-112.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,302 | $3,137-26.6% | $4,818-52.2% | $2,670-13.8% |
| Participant deferral / active EE | $3,525 | $3,411+3.4% | $5,680-37.9% | $4,125-14.5% |
| Admin fee / account holder | $2,391 | $5,956-59.9% | $13,210-81.9% | $5,651-57.7% |