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 | $50,162 | $72,137-30.5% | $142,449-64.8% | $71,457-29.8% |
| Participation rate | 70.9% | 71.7%-0.8pp | 76.8%-5.9pp | 67.9%+3.0pp |
| Annual return | 34.90% | 21.15%+13.7pp | 19.99%+14.9pp | 28.85%+6.1pp |
| Employer contribution / active EE | $2,588 | $3,793-31.8% | $4,847-46.6% | $2,5880% |
| Participant deferral / active EE | $5,770 | $5,280+9.3% | $6,283-8.2% | $4,289+34.5% |
| Admin fee / account holder | $4,674 | $1,433+226.1% | $10,011-53.3% | $1,587+194.4% |