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 | $53,147 | $48,076+10.5% | $78,689-32.5% | $62,891-15.5% |
| Participation rate | 86.2% | 65.2%+21.0pp | 73.6%+12.6pp | 69.3%+16.9pp |
| Annual return | 7.04% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,418 | $2,015-29.6% | $2,851-50.2% | $2,281-37.8% |
| Participant deferral / active EE | $2,923 | $2,588+13.0% | $3,517-16.9% | $3,203-8.7% |
| Admin fee / account holder | $524 | $3,207-83.7% | $4,510-88.4% | $4,296-87.8% |