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 5-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 | $34,168 | $51,175-33.2% | $70,515-51.5% | $75,163-54.5% |
| Participation rate | 79.3% | 60.9%+18.4pp | 68.3%+11.0pp | 67.2%+12.1pp |
| Annual return | 16.43% | 30.02%-13.6pp | 32.77%-16.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,883 | $1,826+3.1% | $2,973-36.7% | $2,670-29.5% |
| Participant deferral / active EE | $4,684 | $2,849+64.4% | $4,567+2.6% | $4,125+13.5% |
| Admin fee / account holder | $4,838 | $4,091+18.3% | $6,412-24.5% | $5,651-14.4% |