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 | $54,492 | $127,386-57.2% | $115,037-52.6% | $125,391-56.5% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 0.02% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,111 | $5,166-78.5% | $4,608-75.9% | $4,866-77.2% |
| Participant deferral / active EE | $3,619 | $6,423-43.7% | $6,026-39.9% | $5,352-32.4% |
| Admin fee / account holder | $11,247 | $9,516+18.2% | $8,175+37.6% | $9,540+17.9% |