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 | $47,514 | $81,248-41.5% | $155,509-69.4% | $80,856-41.2% |
| Participation rate | 73.1% | 66.2%+6.8pp | 78.2%-5.1pp | 67.6%+5.4pp |
| Annual return | 14.87% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,701 | $3,100-45.1% | $4,672-63.6% | $2,755-38.3% |
| Participant deferral / active EE | $5,423 | $3,452+57.1% | $5,626-3.6% | $4,296+26.2% |
| Admin fee / account holder | $2,395 | $7,997-70.1% | $15,912-85.0% | $6,918-65.4% |