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 | $58,749 | $135,952-56.8% | $123,892-52.6% | $273,961-78.6% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 15.44% | 56.63%-41.2pp | 47.52%-32.1pp | 41.45%-26.0pp |
| Employer contribution / active EE | $3,064 | $5,170-40.7% | $4,617-33.6% | $4,869-37.1% |
| Participant deferral / active EE | $5,559 | $6,343-12.4% | $5,984-7.1% | $5,287+5.1% |
| Admin fee / account holder | $3,798 | $9,817-61.3% | $8,357-54.6% | $10,132-62.5% |