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 | $52,341 | $77,899-32.8% | $149,673-65.0% | $75,163-30.4% |
| Participation rate | 86.8% | 65.6%+21.2pp | 78.8%+8.0pp | 67.2%+19.6pp |
| Annual return | 22.71% | 31.72%-9.0pp | 134.42%-111.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,901 | $3,137-39.4% | $4,818-60.5% | $2,670-28.8% |
| Participant deferral / active EE | $3,839 | $3,411+12.5% | $5,680-32.4% | $4,125-6.9% |
| Admin fee / account holder | $3,345 | $5,956-43.8% | $13,210-74.7% | $5,651-40.8% |