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 | $54,835 | $104,664-47.6% | $85,682-36.0% | $167,490-67.3% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 13.64% | 21.45%-7.8pp | 21.49%-7.9pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,475 | $3,337-25.8% | $2,618-5.5% | $4,837-48.8% |
| Participant deferral / active EE | $5,240 | $4,824+8.6% | $3,923+33.6% | $6,341-17.4% |
| Admin fee / account holder | $1,344 | $10,032-86.6% | $6,873-80.4% | $12,309-89.1% |