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 | $57,679 | $68,547-15.9% | $120,354-52.1% | $80,856-28.7% |
| Participation rate | 74.7% | 61.6%+13.1pp | 71.9%+2.8pp | 67.6%+7.0pp |
| Annual return | 10.77% | 23.60%-12.8pp | 107.15%-96.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,548 | $2,051-24.5% | $3,463-55.3% | $2,755-43.8% |
| Participant deferral / active EE | $5,042 | $3,173+58.9% | $4,991+1.0% | $4,296+17.4% |
| Admin fee / account holder | $7,133 | $5,732+24.4% | $9,423-24.3% | $6,918+3.1% |