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 | $23,478 | $81,248-71.1% | $155,509-84.9% | $80,856-71.0% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 27.12% | 33.31%-6.2pp | 64.67%-37.5pp | 35.59%-8.5pp |
| Employer contribution / active EE | $2,079 | $3,100-33.0% | $4,672-55.5% | $2,755-24.5% |
| Participant deferral / active EE | $2,868 | $3,452-16.9% | $5,626-49.0% | $4,296-33.2% |
| Admin fee / account holder | $852 | $7,997-89.3% | $15,912-94.6% | $6,918-87.7% |