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 | $49,544 | $68,547-27.7% | $120,354-58.8% | $80,856-38.7% |
| Participation rate | 90.4% | 61.6%+28.8pp | 71.9%+18.5pp | 67.6%+22.7pp |
| Annual return | 14.21% | 23.60%-9.4pp | 107.15%-92.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,950 | $2,051-5.0% | $3,463-43.7% | $2,755-29.2% |
| Participant deferral / active EE | $2,197 | $3,173-30.8% | $4,991-56.0% | $4,296-48.9% |
| Admin fee / account holder | $6,408 | $5,732+11.8% | $9,423-32.0% | $6,918-7.4% |