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 | $57,528 | $84,233-31.7% | $170,442-66.2% | $70,131-18.0% |
| Participation rate | 82.5% | 70.8%+11.6pp | 83.6%-1.1pp | 69.5%+12.9pp |
| Annual return | 15.37% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,924 | $3,387-43.2% | $5,433-64.6% | $2,342-17.9% |
| Participant deferral / active EE | $1,727 | $3,086-44.0% | $4,939-65.0% | $3,332-48.2% |
| Admin fee / account holder | $7,045 | $5,698+23.6% | $13,880-49.2% | $4,645+51.7% |